L.J. Altfest & Co’s HSBC HSBC Stock Holding History

L.J. Altfest & 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
2018 Q1	–	Sell	-13,133	Closed	-$310K	–	161
2017 Q4	$310K	Buy	+13,133	New	+$594K	0.12%	128
2016 Q1	–	Sell	-13,468	Closed	-$307K	–	90
2015 Q4	$307K	Hold	13,468	–	–	0.3%	72
2015 Q3	$304K	Hold	13,468	–	–	0.3%	72
2015 Q2	$303K	Sell	13,468 -142	-1%	-$5.91K	0.28%	73
2015 Q1	$308K	Sell	13,610 -317	-2%	-$12.4K	0.29%	71
2014 Q4	$308K	Buy	+13,927	New	+$594K	0.25%	82
2014 Q1	–	Sell	-13,927	Closed	-$296K	–	110
2013 Q4	$296K	Buy	+13,927	New	+$659K	0.25%	86

Other funds holding HSBC

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

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

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

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

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

SCCM

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

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

PPA

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

L.J. Altfest & Co's HSBC Position: Q1 2018 in Review

L.J. Altfest & Co sold out of HSBC (HSBC) in Q1 2018, closing a stake of 13,133 shares — an estimated $310K sold.

L.J. Altfest & Co first reported a position in HSBC in Q4 2013 and held it in 7 quarters. The position peaked at $310K in Q4 2017. 434 funds tracked by Wall St. Rank hold HSBC as of Q1 2018.

L.J. Altfest & Co reported no remaining HSBC position as of Q1 2018 after selling out during the quarter.
L.J. Altfest & Co sold 13,133 HSBC shares in Q1 2018, an estimated $310K.
L.J. Altfest & Co first reported a position in HSBC in Q4 2013 and held it in 7 quarters.
L.J. Altfest & Co's HSBC position peaked at $310K in Q4 2017.
434 funds tracked by Wall St. Rank held HSBC as of Q1 2018.

Based on L.J. Altfest & Co's 13F filing for Q1 2018, filed 10 May 2018.