Legacy Advisors’s HSBC HSBC Stock Holding History

Legacy Advisors’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
2017 Q4	–	Sell	-98	Closed	-$4K	–	392
2017 Q3	$4K	Buy	+98	New	+$4.33K	﹤0.01%	301

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

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

PPA

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

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

Legacy Advisors's HSBC Position: Q4 2017 in Review

Legacy Advisors sold out of HSBC (HSBC) in Q4 2017, closing a stake of 98 shares — an estimated $4K sold.

Legacy Advisors first reported a position in HSBC in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 430 funds tracked by Wall St. Rank hold HSBC as of Q4 2017.

Legacy Advisors reported no remaining HSBC position as of Q4 2017 after selling out during the quarter.
Legacy Advisors sold 98 HSBC shares in Q4 2017, an estimated $4K.
Legacy Advisors first reported a position in HSBC in Q3 2017 and held it in 1 quarter.
Legacy Advisors's HSBC position peaked at $4K in Q3 2017.
430 funds tracked by Wall St. Rank held HSBC as of Q4 2017.

Based on Legacy Advisors's 13F filing for Q4 2017, filed 26 Jan 2018.