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Intellectus Partners’s HSBC HSBC Stock Holding History

Intellectus Partners’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
Q3 		– Sell
-1,450
Closed -$62K – 791
2017
Q2 		$62K Sell
1,450
-17
-1% -$660 0.03% 338
2017
Q1 		$55K Hold
1,467
– – 0.03% 318
2016
Q4 		$53K Buy
+1,467
New +$52K 0.03% 311

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CI
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Royal Bank of Canada
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Northern Trust
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SCCM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MICM
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PPA
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Intellectus Partners's HSBC Position: Q3 2017 in Review

Intellectus Partners sold out of HSBC (HSBC) in Q3 2017, closing a stake of 1,450 shares — an estimated $62K sold.

Intellectus Partners first reported a position in HSBC in Q4 2016 and held it in 3 quarters. The position peaked at $62K in Q2 2017. 387 funds tracked by Wall St. Rank hold HSBC as of Q3 2017.

  • Intellectus Partners reported no remaining HSBC position as of Q3 2017 after selling out during the quarter.
  • Intellectus Partners sold 1,450 HSBC shares in Q3 2017, an estimated $62K.
  • Intellectus Partners first reported a position in HSBC in Q4 2016 and held it in 3 quarters.
  • Intellectus Partners's HSBC position peaked at $62K in Q2 2017.
  • 387 funds tracked by Wall St. Rank held HSBC as of Q3 2017.

Based on Intellectus Partners's 13F filing for Q3 2017, filed 14 Nov 2017.