Lowe Wealth Advisors’s HSBC HSBC Stock Holding History

Lowe Wealth 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
2018 Q1	–	Sell	-438	Closed	-$21K	–	254
2017 Q4	$21K	Sell	438 -5,395	-92%	-$244K	0.01%	111
2017 Q3	$263K	Sell	5,833 -77	-1%	-$3.41K	0.16%	32
2017 Q2	$251K	Buy	5,910 +325	+6%	+$12.6K	0.16%	33
2017 Q1	$206K	Sell	5,585 -260	-4%	-$9.77K	0.14%	33
2016 Q4	$212K	Buy	+5,845	New	+$207K	0.15%	33

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 $2.3B AUM 24.77% 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

Lowe Wealth Advisors's HSBC Position: Q1 2018 in Review

Lowe Wealth Advisors sold out of HSBC (HSBC) in Q1 2018, closing a stake of 438 shares — an estimated $21K sold.

Lowe Wealth Advisors first reported a position in HSBC in Q4 2016 and held it in 5 quarters. The position peaked at $263K in Q3 2017. 434 funds tracked by Wall St. Rank hold HSBC as of Q1 2018.

Lowe Wealth Advisors reported no remaining HSBC position as of Q1 2018 after selling out during the quarter.
Lowe Wealth Advisors sold 438 HSBC shares in Q1 2018, an estimated $21K.
Lowe Wealth Advisors first reported a position in HSBC in Q4 2016 and held it in 5 quarters.
Lowe Wealth Advisors's HSBC position peaked at $263K in Q3 2017.
434 funds tracked by Wall St. Rank held HSBC as of Q1 2018.

Based on Lowe Wealth Advisors's 13F filing for Q1 2018, filed 6 Apr 2018.