Horan Securities’s HSBC HSBC Stock Holding History

Horan Securities’s Portfolio HSBC Stock Details HSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1	Closed	–	–	192
2017 Q2	$0	Hold	1	–	–	﹤0.01%	183
2017 Q1	$0	Buy	+1	New	+$38	﹤0.01%	181
2016 Q4	–	Sell	-1	Closed	–	–	80
2016 Q3	$0	Buy	+1	New	+$31	﹤0.01%	156

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MICM

Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Horan Securities's HSBC Position: Q3 2017 in Review

Horan Securities sold out of HSBC (HSBC) in Q3 2017, closing a stake of 1 share.

Horan Securities first reported a position in HSBC in Q3 2016 and held it in 3 quarters. The position peaked at $0 in Q2 2017. 387 funds tracked by Wall St. Rank hold HSBC as of Q3 2017.

Horan Securities reported no remaining HSBC position as of Q3 2017 after selling out during the quarter.
Horan Securities sold 1 HSBC share in Q3 2017.
Horan Securities first reported a position in HSBC in Q3 2016 and held it in 3 quarters.
Horan Securities's HSBC position peaked at $0 in Q2 2017.
387 funds tracked by Wall St. Rank held HSBC as of Q3 2017.

Based on Horan Securities's 13F filing for Q3 2017, filed 13 Oct 2017.