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Institutional & Family Asset Management’s HSBC HSBC Stock Holding History

Institutional & Family Asset 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
Q1 		– Sell
-1,784
Closed -$71K – 859
2018
Q4 		$71K Sell
1,784
-239
-12% -$9.57K 0.02% 274
2018
Q3 		$85K Sell
2,023
-281
-12% -$12.2K 0.02% 289
2018
Q2 		$102K Sell
2,304
-102
-4% -$4.68K 0.02% 256
2018
Q1 		$107K Buy
+2,406
New +$114K 0.02% 229

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Institutional & Family Asset Management's HSBC Position: Q1 2019 in Review

Institutional & Family Asset Management sold out of HSBC (HSBC) in Q1 2019, closing a stake of 1,784 shares — an estimated $71K sold.

Institutional & Family Asset Management first reported a position in HSBC in Q1 2018 and held it in 4 quarters. The position peaked at $107K in Q1 2018. 433 funds tracked by Wall St. Rank hold HSBC as of Q1 2019.

  • Institutional & Family Asset Management reported no remaining HSBC position as of Q1 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,784 HSBC shares in Q1 2019, an estimated $71K.
  • Institutional & Family Asset Management first reported a position in HSBC in Q1 2018 and held it in 4 quarters.
  • Institutional & Family Asset Management's HSBC position peaked at $107K in Q1 2018.
  • 433 funds tracked by Wall St. Rank held HSBC as of Q1 2019.

Based on Institutional & Family Asset Management's 13F filing for Q1 2019, filed 13 May 2019.