Israel Discount Bank of New York’s HSBC HSBC Stock Holding History

Israel Discount Bank of New York’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 Q2	–	Sell	-1,290	Closed	-$52K	–	203
2019 Q1	$52K	Sell	1,290 -32	-2%	-$1.29K	0.04%	197
2018 Q4	$52K	Sell	1,322 -16	-1%	-$641	0.04%	163
2018 Q3	$56K	Sell	1,338 -68	-5%	-$2.95K	0.04%	180
2018 Q2	$62K	Sell	1,406 -15	-1%	-$688	0.04%	218
2018 Q1	$63K	Sell	1,421 -29	-2%	-$1.38K	0.04%	222
2017 Q4	$68K	Sell	1,450 -27	-2%	-$1.22K	0.05%	199
2017 Q3	$67K	Sell	1,477 -28	-2%	-$1.24K	0.05%	211
2017 Q2	$64K	Buy	1,505 +287	+24%	+$11.1K	0.05%	208
2017 Q1	$45K	Hold	1,218	–	–	0.04%	267
2016 Q4	$44K	Buy	+1,218	New	+$43.2K	0.04%	284

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Israel Discount Bank of New York's HSBC Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of HSBC (HSBC) in Q2 2019, closing a stake of 1,290 shares — an estimated $52K sold.

Israel Discount Bank of New York first reported a position in HSBC in Q4 2016 and held it in 10 quarters. The position peaked at $68K in Q4 2017. 421 funds tracked by Wall St. Rank hold HSBC as of Q2 2019.

Israel Discount Bank of New York reported no remaining HSBC position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 1,290 HSBC shares in Q2 2019, an estimated $52K.
Israel Discount Bank of New York first reported a position in HSBC in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's HSBC position peaked at $68K in Q4 2017.
421 funds tracked by Wall St. Rank held HSBC as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.