Laurie J. Hall Trustee’s HSBC HSBC Stock Holding History

Laurie J. Hall Trustee’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 Q3	–	Sell	-515	Closed	-$21K	–	332
2019 Q2	$21K	Sell	515 -6	-1%	-$251	0.01%	225
2019 Q1	$21K	Sell	521 -13	-2%	-$524	0.01%	224
2018 Q4	$22K	Sell	534 -7	-1%	-$280	0.01%	217
2018 Q3	$23K	Sell	541 -6	-1%	-$260	0.01%	238
2018 Q2	$24K	Buy	547 +6	+1%	+$275	0.01%	226
2018 Q1	$24K	Sell	541 -12	-2%	-$571	0.01%	225
2017 Q4	$26K	Hold	553	–	–	0.01%	228
2017 Q3	$25K	Hold	553	–	–	0.02%	196
2017 Q2	$23.4K	Sell	553 -6	-1%	-$233	0.02%	196
2017 Q1	$20.5K	Hold	559	–	–	0.01%	206
2016 Q4	$21K	Buy	+559	New	+$19.8K	0.01%	202
2016 Q2	$15K	Buy	551 +17	+3%	+$481	0.01%	212
2016 Q1	$16K	Hold	534	–	–	0.01%	186
2015 Q4	$15K	Buy	+534	New	+$18.9K	0.01%	181

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

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SCCM

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

Laurie J. Hall Trustee's HSBC Position: Q3 2019 in Review

Laurie J. Hall Trustee sold out of HSBC (HSBC) in Q3 2019, closing a stake of 515 shares — an estimated $21K sold.

Laurie J. Hall Trustee first reported a position in HSBC in Q4 2015 and held it in 14 quarters. The position peaked at $26K in Q4 2017. 386 funds tracked by Wall St. Rank hold HSBC as of Q3 2019.

Laurie J. Hall Trustee reported no remaining HSBC position as of Q3 2019 after selling out during the quarter.
Laurie J. Hall Trustee sold 515 HSBC shares in Q3 2019, an estimated $21K.
Laurie J. Hall Trustee first reported a position in HSBC in Q4 2015 and held it in 14 quarters.
Laurie J. Hall Trustee's HSBC position peaked at $26K in Q4 2017.
386 funds tracked by Wall St. Rank held HSBC as of Q3 2019.

Based on Laurie J. Hall Trustee's 13F filing for Q3 2019, filed 25 Oct 2019.