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Independent Portfolio Consultants’s HSBC HSBC Stock Holding History

Independent Portfolio Consultants’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
Q2 		$812K Sell
19,164
-5,171
-21% -$201K 0.34% 84
2017
Q1 		$897K Sell
24,335
-3,169
-12% -$119K 0.31% 101
2016
Q4 		$998K Buy
27,504
+4,196
+18% +$149K 0.33% 90
2016
Q3 		$792K Sell
23,308
-1,182
-5% -$37.1K 0.25% 128
2016
Q2 		$683K Sell
24,490
-1,224
-5% -$34.6K 0.22% 155
2016
Q1 		$713K Buy
25,714
+1,532
+6% +$45.3K 0.2% 148
2015
Q4 		$850K Sell
24,182
-2,671
-10% -$94.3K 0.25% 120
2015
Q3 		$906K Sell
26,853
-28,249
-51% -$1.06M 0.2% 148
2015
Q2 		$2.2M Sell
55,102
-5,502
-9% -$229K 0.44% 60
2015
Q1 		$2.28M Buy
60,604
+1,567
+3% +$61.1K 0.47% 65
2014
Q4 		$2.4M Buy
59,037
+29,597
+101% +$1.26M 0.48% 60
2014
Q3 		$1.29M Buy
29,440
+3,035
+11% +$138K 0.35% 66
2014
Q2 		$1.16M Buy
26,405
+186
+0.7% +$8.29K 0.32% 70
2014
Q1 		$1.15M Sell
26,219
-812
-3% -$36.8K 0.36% 67
2013
Q4 		$1.28M Buy
27,031
+273
+1% +$12.9K 0.45% 41
2013
Q3 		$1.25M Buy
26,758
+35
+0.1% +$1.66K 0.5% 27
2013
Q2 		$1.2M Buy
+26,723
New +$1.25M 0.54% 17

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
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
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Independent Portfolio Consultants's HSBC Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its HSBC (HSBC) stake by 21% in Q2 2017, selling an estimated $201K and leaving 19,164 shares worth $812K. The position accounts for 0.34% of the portfolio, ranked #84.

Independent Portfolio Consultants first reported a position in HSBC in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.4M in Q4 2014. 364 funds tracked by Wall St. Rank hold HSBC as of Q2 2017.

  • Independent Portfolio Consultants held 19,164 shares of HSBC worth $812K as of Q2 2017.
  • Independent Portfolio Consultants sold 5,171 HSBC shares in Q2 2017, an estimated $201K.
  • HSBC made up 0.34% of Independent Portfolio Consultants's portfolio in Q2 2017, its #84 holding.
  • Independent Portfolio Consultants first reported a position in HSBC in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's HSBC position peaked at $2.4M in Q4 2014.
  • 364 funds tracked by Wall St. Rank held HSBC as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.