Krilogy Financial’s HSBC HSBC Stock Holding History

Krilogy Financial’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	-633	Closed	-$27K	–	360
2018 Q3	$27K	Buy	+633	New	+$27.4K	0.01%	384
2018 Q2	–	Sell	-1,160	Closed	-$52K	–	359
2018 Q1	$52K	Sell	1,160 -24	-2%	-$1.14K	0.01%	320
2017 Q4	$56K	Sell	1,184 -219	-16%	-$9.9K	0.01%	303
2017 Q3	$63K	Hold	1,403	–	–	0.02%	314
2017 Q2	$59K	Buy	1,403 +514	+58%	+$20K	0.02%	287
2017 Q1	$32K	Hold	889	–	–	0.01%	355
2016 Q4	$32K	Hold	889	–	–	0.01%	355
2016 Q3	$30K	Sell	889 -98	-10%	-$3.08K	0.01%	381
2016 Q2	$28K	Hold	987	–	–	0.01%	397
2016 Q1	$27K	Buy	+987	New	+$29.2K	0.01%	353
2015 Q4	–	Sell	-987	Closed	-$33K	–	489
2015 Q3	$33K	Buy	+987	New	+$36.9K	0.02%	253

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

Krilogy Financial's HSBC Position: Q4 2018 in Review

Krilogy Financial sold out of HSBC (HSBC) in Q4 2018, closing a stake of 633 shares — an estimated $27K sold.

Krilogy Financial first reported a position in HSBC in Q3 2015 and held it in 11 quarters. The position peaked at $63K in Q3 2017. 425 funds tracked by Wall St. Rank hold HSBC as of Q4 2018.

Krilogy Financial reported no remaining HSBC position as of Q4 2018 after selling out during the quarter.
Krilogy Financial sold 633 HSBC shares in Q4 2018, an estimated $27K.
Krilogy Financial first reported a position in HSBC in Q3 2015 and held it in 11 quarters.
Krilogy Financial's HSBC position peaked at $63K in Q3 2017.
425 funds tracked by Wall St. Rank held HSBC as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.