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Investors Capital Advisory Services’s HSBC HSBC Stock Holding History

Investors Capital Advisory Services’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
2016
Q2 		– Sell
-8,679
Closed -$239K – 726
2016
Q1 		$239K Sell
8,679
-343
-4% -$10.1K 0.05% 502
2015
Q4 		$316K Buy
+9,022
New +$318K 0.06% 416

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

Investors Capital Advisory Services's HSBC Position: Q2 2016 in Review

Investors Capital Advisory Services sold out of HSBC (HSBC) in Q2 2016, closing a stake of 8,679 shares — an estimated $239K sold.

Investors Capital Advisory Services first reported a position in HSBC in Q4 2015 and held it in 2 quarters. The position peaked at $316K in Q4 2015. 310 funds tracked by Wall St. Rank hold HSBC as of Q2 2016.

  • Investors Capital Advisory Services reported no remaining HSBC position as of Q2 2016 after selling out during the quarter.
  • Investors Capital Advisory Services sold 8,679 HSBC shares in Q2 2016, an estimated $239K.
  • Investors Capital Advisory Services first reported a position in HSBC in Q4 2015 and held it in 2 quarters.
  • Investors Capital Advisory Services's HSBC position peaked at $316K in Q4 2015.
  • 310 funds tracked by Wall St. Rank held HSBC as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.