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Ipswich Investment Management’s HSBC HSBC Stock Holding History

Ipswich Investment 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
2020
Q2 		– Sell
-10,758
Closed -$301K – 170
2020
Q1 		$301K Hold
10,758
– – 0.12% 129
2019
Q4 		$421K Hold
10,758
– – 0.12% 132
2019
Q3 		$412K Hold
10,758
– – 0.13% 131
2019
Q2 		$449K Sell
10,758
-128
-1% -$5.36K 0.14% 123
2019
Q1 		$437K Sell
10,886
-272
-2% -$11K 0.14% 123
2018
Q4 		$442K Buy
+11,158
New +$447K 0.16% 107
2018
Q1 		– Sell
-4,572
Closed -$216K – 153
2017
Q4 		$216K Hold
4,572
– – 0.09% 138
2017
Q3 		$206K Buy
+4,572
New +$202K 0.09% 135
2016
Q3 		– Sell
-9,412
Closed -$263K – 134
2016
Q2 		$263K Sell
9,412
-977
-9% -$27.6K 0.13% 111
2016
Q1 		$289K Hold
10,389
– – 0.14% 105
2015
Q4 		$365K Sell
10,389
-168
-2% -$5.93K 0.16% 91
2015
Q3 		$356K Buy
10,557
+1,734
+20% +$64.8K 0.17% 97
2015
Q2 		$352K Sell
8,823
-4,970
-36% -$207K 0.16% 94
2015
Q1 		$518K Sell
13,793
-1,420
-9% -$55.3K 0.23% 84
2014
Q4 		$619K Sell
15,213
-1,005
-6% -$42.9K 0.26% 76
2014
Q3 		$711K Sell
16,218
-2,071
-11% -$94.3K 0.3% 64
2014
Q2 		$801K Buy
18,289
+2,071
+13% +$92.3K 0.31% 65
2014
Q1 		$710K Buy
16,218
+1,701
+12% +$77.2K 0.31% 69
2013
Q4 		$689K Hold
14,517
– – 0.29% 71
2013
Q3 		$679K Hold
14,517
– – 0.31% 70
2013
Q2 		$650K Buy
+14,517
New +$679K 0.28% 76

Other funds holding HSBC

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ipswich Investment Management's HSBC Position: Q2 2020 in Review

Ipswich Investment Management sold out of HSBC (HSBC) in Q2 2020, closing a stake of 10,758 shares — an estimated $301K sold.

Ipswich Investment Management first reported a position in HSBC in Q2 2013 and held it in 21 quarters. The position peaked at $801K in Q2 2014. 273 funds tracked by Wall St. Rank hold HSBC as of Q2 2020.

  • Ipswich Investment Management reported no remaining HSBC position as of Q2 2020 after selling out during the quarter.
  • Ipswich Investment Management sold 10,758 HSBC shares in Q2 2020, an estimated $301K.
  • Ipswich Investment Management first reported a position in HSBC in Q2 2013 and held it in 21 quarters.
  • Ipswich Investment Management's HSBC position peaked at $801K in Q2 2014.
  • 273 funds tracked by Wall St. Rank held HSBC as of Q2 2020.

Based on Ipswich Investment Management's 13F filing for Q2 2020, filed 9 Jul 2020.