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LS Investment Advisors’s HSBC HSBC Stock Holding History

LS Investment 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
Q4 		– Sell
-2,639
Closed -$111K – 1771
2018
Q3 		$111K Buy
2,639
+26
+1% +$1.13K 0.01% 1085
2018
Q2 		$116K Buy
2,613
+27
+1% +$1.24K 0.01% 1098
2018
Q1 		$115K Sell
2,586
-54
-2% -$2.57K 0.01% 1081
2017
Q4 		$125K Buy
2,640
+27
+1% +$1.22K 0.01% 1085
2017
Q3 		$118K Buy
2,613
+54
+2% +$2.39K 0.01% 1107
2017
Q2 		$108K Buy
2,559
+36
+1% +$1.4K 0.01% 1109
2017
Q1 		$93K Hold
2,523
– – 0.01% 1136
2016
Q4 		$92K Buy
2,523
+32
+1% +$1.13K 0.01% 1068
2016
Q3 		$85K Buy
2,491
+39
+2% +$1.22K 0.01% 1049
2016
Q2 		$68K Buy
2,452
+77
+3% +$2.18K ﹤0.01% 1093
2016
Q1 		$66K Hold
2,375
– – ﹤0.01% 1045
2015
Q4 		$84K Buy
2,375
+29
+1% +$1.02K 0.01% 926
2015
Q3 		$79K Buy
2,346
+50
+2% +$1.87K 0.01% 951
2015
Q2 		$92K Buy
2,296
+28
+1% +$1.17K 0.01% 917
2015
Q1 		$85K Sell
2,268
-53
-2% -$2.07K 0.01% 681
2014
Q4 		$94K Buy
2,321
+43
+2% +$1.83K 0.01% 678
2014
Q3 		$100K Buy
2,278
+21
+0.9% +$956 0.01% 663
2014
Q2 		$99K Buy
2,257
+41
+2% +$1.83K 0.01% 666
2014
Q1 		$97K Sell
2,216
-251
-10% -$11.4K 0.01% 660
2013
Q4 		$117K Buy
2,467
+290
+13% +$13.7K 0.01% 643
2013
Q3 		$102K Buy
2,177
+18
+0.8% +$854 0.01% 292
2013
Q2 		$97K Buy
+2,159
New +$101K 0.01% 265

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

LS Investment Advisors's HSBC Position: Q4 2018 in Review

LS Investment Advisors sold out of HSBC (HSBC) in Q4 2018, closing a stake of 2,639 shares — an estimated $111K sold.

LS Investment Advisors first reported a position in HSBC in Q2 2013 and held it in 22 quarters. The position peaked at $125K in Q4 2017. 425 funds tracked by Wall St. Rank hold HSBC as of Q4 2018.

  • LS Investment Advisors reported no remaining HSBC position as of Q4 2018 after selling out during the quarter.
  • LS Investment Advisors sold 2,639 HSBC shares in Q4 2018, an estimated $111K.
  • LS Investment Advisors first reported a position in HSBC in Q2 2013 and held it in 22 quarters.
  • LS Investment Advisors's HSBC position peaked at $125K in Q4 2017.
  • 425 funds tracked by Wall St. Rank held HSBC as of Q4 2018.

Based on LS Investment Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.