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Integrated Investment Consultants’s HSBC HSBC Stock Holding History

Integrated Investment 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
2018
Q2 		– Sell
-2,977
Closed -$132K – 406
2018
Q1 		$132K Buy
+2,977
New +$142K 0.05% 266
2017
Q3 		$121K Hold
2,685
– – 0.05% 251
2017
Q2 		$114K Sell
2,685
-1,377
-34% -$53.5K 0.05% 264
2017
Q1 		$150K Hold
4,062
– – 0.07% 202
2016
Q4 		$147K Buy
4,062
+841
+26% +$29.8K 0.07% 194
2016
Q3 		$109K Sell
3,221
-128
-4% -$4.02K 0.06% 247
2016
Q2 		$93K Buy
3,349
+12
+0.4% +$339 0.05% 279
2016
Q1 		$88K Buy
+3,337
New +$98.7K 0.05% 263

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

Integrated Investment Consultants's HSBC Position: Q2 2018 in Review

Integrated Investment Consultants sold out of HSBC (HSBC) in Q2 2018, closing a stake of 2,977 shares — an estimated $132K sold.

Integrated Investment Consultants first reported a position in HSBC in Q1 2016 and held it in 8 quarters. The position peaked at $150K in Q1 2017. 425 funds tracked by Wall St. Rank hold HSBC as of Q2 2018.

  • Integrated Investment Consultants reported no remaining HSBC position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 2,977 HSBC shares in Q2 2018, an estimated $132K.
  • Integrated Investment Consultants first reported a position in HSBC in Q1 2016 and held it in 8 quarters.
  • Integrated Investment Consultants's HSBC position peaked at $150K in Q1 2017.
  • 425 funds tracked by Wall St. Rank held HSBC as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.