HCM
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Hutchinson Capital Management’s HSBC HSBC Stock Holding History

Hutchinson Capital Management’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
2019
Q4 		– Sell
-129,907
Closed -$4.97M – 70
2019
Q3 		$4.97M Sell
129,907
-821
-0.6% -$31.8K 1.35% 30
2019
Q2 		$5.46M Sell
130,728
-2,842
-2% -$119K 1.53% 30
2019
Q1 		$5.36M Sell
133,570
-71,847
-35% -$2.9M 1.61% 29
2018
Q4 		$8.14M Buy
205,417
+1,694
+0.8% +$67.8K 2.72% 18
2018
Q3 		$8.54M Buy
203,723
+403
+0.2% +$17.5K 2.38% 20
2018
Q2 		$9.03M Sell
203,320
-4,693
-2% -$215K 2.81% 18
2018
Q1 		$9.25M Sell
208,013
-5,973
-3% -$284K 2.69% 18
2017
Q4 		$10.1M Sell
213,986
-45,816
-18% -$2.07M 2.62% 18
2017
Q3 		$11.7M Sell
259,802
-3,839
-1% -$170K 3.16% 17
2017
Q2 		$11.2M Sell
263,641
-2,140
-0.8% -$83.1K 3.17% 17
2017
Q1 		$9.8M Buy
265,781
+4,390
+2% +$165K 2.71% 19
2016
Q4 		$9.49M Sell
261,391
-12,395
-5% -$439K 2.61% 21
2016
Q3 		$9.3M Sell
273,786
-4,550
-2% -$143K 2.9% 19
2016
Q2 		$7.76M Buy
278,336
+2,446
+0.9% +$69.2K 2.36% 23
2016
Q1 		$7.65M Buy
275,890
+156,269
+131% +$4.62M 2.42% 19
2015
Q4 		$4.21M Buy
119,621
+991
+0.8% +$35K 1.32% 21
2015
Q3 		$4M Sell
118,630
-1,740
-1% -$65K 1.33% 22
2015
Q2 		$4.81M Sell
120,370
-2,882
-2% -$120K 1.48% 22
2015
Q1 		$4.63M Sell
123,252
-3,037
-2% -$118K 1.45% 23
2014
Q4 		$5.14M Sell
126,289
-1,017
-0.8% -$43.4K 1.45% 24
2014
Q3 		$5.58M Sell
127,306
-4,416
-3% -$201K 1.64% 25
2014
Q2 		$5.76M Sell
131,722
-1,941
-1% -$86.5K 1.6% 25
2014
Q1 		$5.85M Sell
133,663
-4,103
-3% -$186K 1.73% 22
2013
Q4 		$6.54M Sell
137,766
-1,430
-1% -$67.7K 1.87% 23
2013
Q3 		$6.51M Buy
139,196
+463
+0.3% +$22K 2.11% 22
2013
Q2 		$6.2M Buy
+138,733
New +$6.49M 2.07% 22

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Hutchinson Capital Management's HSBC Position: Q4 2019 in Review

Hutchinson Capital Management sold out of HSBC (HSBC) in Q4 2019, closing a stake of 129,907 shares — an estimated $4.97M sold.

Hutchinson Capital Management first reported a position in HSBC in Q2 2013 and held it in 26 quarters. The position peaked at $11.7M in Q3 2017. 406 funds tracked by Wall St. Rank hold HSBC as of Q4 2019.

  • Hutchinson Capital Management reported no remaining HSBC position as of Q4 2019 after selling out during the quarter.
  • Hutchinson Capital Management sold 129,907 HSBC shares in Q4 2019, an estimated $4.97M.
  • Hutchinson Capital Management first reported a position in HSBC in Q2 2013 and held it in 26 quarters.
  • Hutchinson Capital Management's HSBC position peaked at $11.7M in Q3 2017.
  • 406 funds tracked by Wall St. Rank held HSBC as of Q4 2019.

Based on Hutchinson Capital Management's 13F filing for Q4 2019, filed 5 Feb 2020.