IWM
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IHT Wealth Management’s HSBC HSBC Stock Holding History

IHT Wealth 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
2018
Q2 		– Sell
-1,576
Closed -$70K – 836
2018
Q1 		$70K Buy
1,576
+413
+36% +$19.7K 0.02% 586
2017
Q4 		$55K Buy
1,163
+2
+0.2% +$90 0.01% 672
2017
Q3 		$53K Buy
1,161
+768
+195% +$34K 0.02% 505
2017
Q2 		$69 Sell
393
-1,942
-83% -$75.4K 0.03% 428
2017
Q1 		$86K Buy
2,335
+443
+23% +$16.6K 0.06% 301
2016
Q4 		$70K Buy
+1,892
New +$67.1K 0.05% 329

Other funds holding HSBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

IHT Wealth Management's HSBC Position: Q2 2018 in Review

IHT Wealth Management sold out of HSBC (HSBC) in Q2 2018, closing a stake of 1,576 shares — an estimated $70K sold.

IHT Wealth Management first reported a position in HSBC in Q4 2016 and held it in 6 quarters. The position peaked at $86K in Q1 2017. 425 funds tracked by Wall St. Rank hold HSBC as of Q2 2018.

  • IHT Wealth Management reported no remaining HSBC position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 1,576 HSBC shares in Q2 2018, an estimated $70K.
  • IHT Wealth Management first reported a position in HSBC in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's HSBC position peaked at $86K in Q1 2017.
  • 425 funds tracked by Wall St. Rank held HSBC as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.