KJWM
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Kiley Juergens Wealth Management’s HSBC HSBC Stock Holding History

Kiley Juergens Wealth 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
2018
Q4 		– Sell
-1,272
Closed -$53K – 301
2018
Q3 		$53K Buy
1,272
+198
+18% +$8.58K 0.04% 231
2018
Q2 		$47K Buy
+1,074
New +$49.3K 0.04% 210
2018
Q1 		– Sell
-670
Closed -$31K – 309
2017
Q4 		$31K Buy
+670
New +$30.3K 0.03% 275

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
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
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

Kiley Juergens Wealth Management's HSBC Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of HSBC (HSBC) in Q4 2018, closing a stake of 1,272 shares — an estimated $53K sold.

Kiley Juergens Wealth Management first reported a position in HSBC in Q4 2017 and held it in 3 quarters. The position peaked at $53K in Q3 2018. 425 funds tracked by Wall St. Rank hold HSBC as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining HSBC position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 1,272 HSBC shares in Q4 2018, an estimated $53K.
  • Kiley Juergens Wealth Management first reported a position in HSBC in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's HSBC position peaked at $53K in Q3 2018.
  • 425 funds tracked by Wall St. Rank held HSBC as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.