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Lourd Capital’s HSBC HSBC Stock Holding History

Lourd Capital’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
Q1 		– Sell
-30,015
Closed -$1.19M – 195
2018
Q4 		$1.19M Buy
30,015
+665
+2% +$26.6K 0.09% 51
2018
Q3 		$1.23M Sell
29,350
-1,224
-4% -$53K 0.08% 51
2018
Q2 		$1.36M Sell
30,574
-10,032
-25% -$460K 0.19% 39
2018
Q1 		$1.81M Sell
40,606
-847
-2% -$40.3K 0.24% 35
2017
Q4 		$1.96M Buy
+41,453
New +$1.87M 0.13% 38

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Lourd Capital's HSBC Position: Q1 2019 in Review

Lourd Capital sold out of HSBC (HSBC) in Q1 2019, closing a stake of 30,015 shares — an estimated $1.19M sold.

Lourd Capital first reported a position in HSBC in Q4 2017 and held it in 5 quarters. The position peaked at $1.96M in Q4 2017. 433 funds tracked by Wall St. Rank hold HSBC as of Q1 2019.

  • Lourd Capital reported no remaining HSBC position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 30,015 HSBC shares in Q1 2019, an estimated $1.19M.
  • Lourd Capital first reported a position in HSBC in Q4 2017 and held it in 5 quarters.
  • Lourd Capital's HSBC position peaked at $1.96M in Q4 2017.
  • 433 funds tracked by Wall St. Rank held HSBC as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.