Joel Isaacson & Co’s HSBC HSBC Stock Holding History

Joel Isaacson & Co’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	-10,838	Closed	-$435K	–	217
2019 Q1	$435K	Buy	10,838 +2,629	+32%	+$106K	0.06%	147
2018 Q4	$328K	Buy	+8,209	New	+$329K	0.05%	167
2017 Q1	–	Sell	-820	Closed	-$30K	–	330
2016 Q4	$30K	Sell	820 -93	-10%	-$3.3K	0.01%	388
2016 Q3	$31K	Sell	913 -13	-1%	-$408	0.01%	404
2016 Q2	$26K	Hold	926	–	–	0.01%	421
2016 Q1	$26K	Hold	926	–	–	0.01%	442
2015 Q4	$33K	Hold	926	–	–	0.01%	387
2015 Q3	$31K	Hold	926	–	–	0.01%	404
2015 Q2	$37K	Sell	926 -10	-1%	-$416	0.01%	403
2015 Q1	$35K	Buy	936 +76	+9%	+$2.96K	0.01%	408
2014 Q4	$35K	Hold	860	–	–	0.01%	366
2014 Q3	$38K	Hold	860	–	–	0.01%	339
2014 Q2	$38K	Hold	860	–	–	0.01%	337
2014 Q1	$38K	Hold	860	–	–	0.01%	330
2013 Q4	$41K	Hold	860	–	–	0.01%	295
2013 Q3	$40K	Hold	860	–	–	0.02%	292
2013 Q2	$38K	Buy	+860	New	+$40.2K	0.02%	259

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PPA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Joel Isaacson & Co's HSBC Position: Q2 2019 in Review

Joel Isaacson & Co sold out of HSBC (HSBC) in Q2 2019, closing a stake of 10,838 shares — an estimated $435K sold.

Joel Isaacson & Co first reported a position in HSBC in Q2 2013 and held it in 17 quarters. The position peaked at $435K in Q1 2019. 421 funds tracked by Wall St. Rank hold HSBC as of Q2 2019.

Joel Isaacson & Co reported no remaining HSBC position as of Q2 2019 after selling out during the quarter.
Joel Isaacson & Co sold 10,838 HSBC shares in Q2 2019, an estimated $435K.
Joel Isaacson & Co first reported a position in HSBC in Q2 2013 and held it in 17 quarters.
Joel Isaacson & Co's HSBC position peaked at $435K in Q1 2019.
421 funds tracked by Wall St. Rank held HSBC as of Q2 2019.

Based on Joel Isaacson & Co's 13F filing for Q2 2019, filed 11 Jul 2019.