Kelleher Financial Advisors’s HSBC HSBC Stock Holding History

Kelleher Financial Advisors’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
2018 Q4	$249K	Sell	6,283 -567	-8%	-$22.7K	0.4%	68
2018 Q3	$287K	Sell	6,850 -133	-2%	-$5.76K	0.37%	68
2018 Q2	$310K	Sell	6,983 -66	-0.9%	-$3.03K	0.44%	64
2018 Q1	$313K	Sell	7,049 -212	-3%	-$10.1K	0.43%	61
2017 Q4	$343K	Sell	7,261 -674	-8%	-$30.5K	0.54%	55
2017 Q3	$358K	Hold	7,935	–	–	0.75%	48
2017 Q2	$336K	Sell	7,935 -434	-5%	-$16.8K	0.65%	53
2017 Q1	$309K	Buy	8,369 +2,408	+40%	+$90.5K	0.66%	52
2016 Q4	$216K	Buy	5,961 +66	+1%	+$2.34K	0.12%	123
2016 Q3	$200K	Buy	+5,895	New	+$185K	0.11%	126
2016 Q2	–	Sell	-7,138	Closed	-$197K	–	164
2016 Q1	$197K	Buy	+7,138	New	+$211K	0.11%	146

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

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

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

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

PPA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCCM

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

Kelleher Financial Advisors's HSBC Position: Q4 2018 in Review

Kelleher Financial Advisors reduced its HSBC (HSBC) stake by 8.3% in Q4 2018, selling an estimated $22.7K and leaving 6,283 shares worth $249K. The position accounts for 0.4% of the portfolio, ranked #68.

Kelleher Financial Advisors first reported a position in HSBC in Q1 2016 and has held it in 11 quarters since. The position peaked at $358K in Q3 2017. 425 funds tracked by Wall St. Rank hold HSBC as of Q4 2018.

Kelleher Financial Advisors held 6,283 shares of HSBC worth $249K as of Q4 2018.
Kelleher Financial Advisors sold 567 HSBC shares in Q4 2018, an estimated $22.7K.
HSBC made up 0.4% of Kelleher Financial Advisors's portfolio in Q4 2018, its #68 holding.
Kelleher Financial Advisors first reported a position in HSBC in Q1 2016 and has held it in 11 quarters since.
Kelleher Financial Advisors's HSBC position peaked at $358K in Q3 2017.
425 funds tracked by Wall St. Rank held HSBC as of Q4 2018.

Based on Kelleher Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.