LTFS
HSBC icon

Ladenburg Thalmann Financial Services’s HSBC HSBC Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$773K Sell
19,856
-140
-0.7% -$5.31K ﹤0.01% 1470
2019
Q3 		$766K Sell
19,996
-3,246
-14% -$126K 0.01% 1428
2019
Q2 		$970K Buy
23,242
+1,247
+6% +$52.2K 0.01% 1257
2019
Q1 		$886K Sell
21,995
-1,193
-5% -$48.1K 0.01% 1270
2018
Q4 		$920K Buy
23,188
+5,250
+29% +$210K 0.01% 1113
2018
Q3 		$753K Sell
17,938
-5,685
-24% -$246K 0.01% 1308
2018
Q2 		$1.06M Sell
23,623
-238
-1% -$10.9K 0.01% 1034
2018
Q1 		$1.06M Buy
23,861
+6,098
+34% +$290K 0.01% 1034
2017
Q4 		$839K Buy
17,763
+4,032
+29% +$182K 0.01% 1179
2017
Q3 		$620K Buy
13,731
+1,951
+17% +$86.3K 0.01% 1306
2017
Q2 		$500K Sell
11,780
-264
-2% -$10.2K 0.01% 1392
2017
Q1 		$444K Sell
12,044
-1,533
-11% -$57.6K 0.01% 1387
2016
Q4 		$492K Buy
13,577
+282
+2% +$10K 0.01% 1261
2016
Q3 		$451K Sell
13,295
-894
-6% -$28.1K 0.01% 1246
2016
Q2 		$394K Buy
14,189
+866
+7% +$24.5K 0.01% 1276
2016
Q1 		$369K Sell
13,323
-555
-4% -$16.4K 0.01% 1218
2015
Q4 		$485K Buy
13,878
+834
+6% +$29.4K 0.01% 1033
2015
Q3 		$441K Buy
13,044
+588
+5% +$22K 0.01% 1034
2015
Q2 		$497K Buy
12,456
+2,695
+28% +$112K 0.01% 1060
2015
Q1 		$369K Buy
9,761
+1,234
+14% +$48.1K 0.01% 1200
2014
Q4 		$347K Buy
8,527
+3,732
+78% +$159K 0.01% 1109
2014
Q3 		$211K Buy
4,795
+1,381
+40% +$62.9K 0.01% 1192
2014
Q2 		$149K Sell
3,414
-277
-8% -$12.3K ﹤0.01% 1357
2014
Q1 		$161K Sell
3,691
-784
-18% -$35.6K ﹤0.01% 1241
2013
Q4 		$211K Buy
4,475
+155
+4% +$7.34K 0.01% 1048
2013
Q3 		$204K Buy
4,320
+192
+5% +$9.11K 0.01% 1005
2013
Q2 		$190K Buy
+4,128
New +$193K 0.01% 995

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Ladenburg Thalmann Financial Services's HSBC Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its HSBC (HSBC) stake by 0.7% in Q4 2019, selling an estimated $5.31K and leaving 19,856 shares worth $773K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Ladenburg Thalmann Financial Services first reported a position in HSBC in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.06M in Q2 2018. 406 funds tracked by Wall St. Rank hold HSBC as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 19,856 shares of HSBC worth $773K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 140 HSBC shares in Q4 2019, an estimated $5.31K.
  • HSBC made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1470 holding.
  • Ladenburg Thalmann Financial Services first reported a position in HSBC in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's HSBC position peaked at $1.06M in Q2 2018.
  • 406 funds tracked by Wall St. Rank held HSBC as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.