KWMG LLC’s HSBC HSBC Stock Holding History

KWMG LLC’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	-67	Closed	-$3K	–	256
2019 Q1	$3K	Sell	67 -1	-1%	-$40	﹤0.01%	404
2018 Q4	$3K	Sell	68 -1	-1%	-$40	﹤0.01%	410
2018 Q3	$3K	Sell	69 -1	-1%	-$43	﹤0.01%	416
2018 Q2	$3K	Buy	+70	New	+$3.21K	﹤0.01%	417

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

KWMG LLC's HSBC Position: Q2 2019 in Review

KWMG LLC sold out of HSBC (HSBC) in Q2 2019, closing a stake of 67 shares — an estimated $3K sold.

KWMG LLC first reported a position in HSBC in Q2 2018 and held it in 4 quarters. The position peaked at $3K in Q1 2019. 421 funds tracked by Wall St. Rank hold HSBC as of Q2 2019.

KWMG LLC reported no remaining HSBC position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 67 HSBC shares in Q2 2019, an estimated $3K.
KWMG LLC first reported a position in HSBC in Q2 2018 and held it in 4 quarters.
KWMG LLC's HSBC position peaked at $3K in Q1 2019.
421 funds tracked by Wall St. Rank held HSBC as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.