JG
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Jefferies Group’s HSBC HSBC Stock Holding History

Jefferies Group’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
Q3 		– Sell
-50,405
Closed -$2.1M – 2832
2019
Q2 		$2.1M Buy
50,405
+17,588
+54% +$737K 0.02% 900
2019
Q1 		$1.32M Buy
32,817
+25,660
+359% +$1.03M 0.01% 1127
2018
Q4 		$284K Sell
7,157
-4,078
-36% -$163K ﹤0.01% 1677
2018
Q3 		$471K Sell
11,235
-34,351
-75% -$1.49M ﹤0.01% 1658
2018
Q2 		$2.02M Buy
45,586
+6,349
+16% +$291K 0.01% 884
2018
Q1 		$1.75M Buy
39,237
+27,120
+224% +$1.29M 0.01% 926
2017
Q4 		$572K Buy
12,117
+1,452
+14% +$65.6K ﹤0.01% 1661
2017
Q3 		$482K Sell
10,665
-52,013
-83% -$2.3M ﹤0.01% 1652
2017
Q2 		$2.66M Buy
62,678
+55,629
+789% +$2.16M 0.02% 822
2017
Q1 		$260K Sell
7,049
-22,233
-76% -$835K ﹤0.01% 1897
2016
Q4 		$1.06M Buy
29,282
+17,820
+155% +$632K 0.01% 1243
2016
Q3 		$389K Buy
+11,462
New +$360K ﹤0.01% 1718
2016
Q2 		– Sell
-36,583
Closed -$1.01M – 2265
2016
Q1 		$1.01M Buy
+36,583
New +$1.08M 0.01% 1134
2015
Q4 		– Sell
-17,629
Closed -$595K – 2397
2015
Q3 		$595K Buy
17,629
+4,405
+33% +$165K ﹤0.01% 1435
2015
Q2 		$528K Sell
13,224
-3,847
-23% -$160K ﹤0.01% 1544
2015
Q1 		$641K Buy
+17,071
New +$665K ﹤0.01% 1268
2014
Q3 		– Sell
-16,950
Closed -$742K – 2255
2014
Q2 		$742K Buy
+16,950
New +$755K 0.01% 1037
2014
Q1 		– Sell
-1,893
Closed -$90K – 2189
2013
Q4 		$90K Sell
1,893
-15,346
-89% -$727K ﹤0.01% 1713
2013
Q3 		$806K Buy
17,239
+478
+3% +$22.7K 0.01% 1001
2013
Q2 		$750K Buy
+16,761
New +$784K 0.01% 891

Other funds holding HSBC

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Jefferies Group's HSBC Position: Q3 2019 in Review

Jefferies Group sold out of HSBC (HSBC) in Q3 2019, closing a stake of 50,405 shares — an estimated $2.1M sold.

Jefferies Group first reported a position in HSBC in Q2 2013 and held it in 20 quarters. The position peaked at $2.66M in Q2 2017. 386 funds tracked by Wall St. Rank hold HSBC as of Q3 2019.

  • Jefferies Group reported no remaining HSBC position as of Q3 2019 after selling out during the quarter.
  • Jefferies Group sold 50,405 HSBC shares in Q3 2019, an estimated $2.1M.
  • Jefferies Group first reported a position in HSBC in Q2 2013 and held it in 20 quarters.
  • Jefferies Group's HSBC position peaked at $2.66M in Q2 2017.
  • 386 funds tracked by Wall St. Rank held HSBC as of Q3 2019.

Based on Jefferies Group's 13F filing for Q3 2019, filed 13 Nov 2019.