LWS
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Lucia Wealth Services’s HSBC HSBC Stock Holding History

Lucia Wealth Services’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
Q3 		– Sell
-843
Closed -$37K – 224
2018
Q2 		$37K Buy
843
+518
+159% +$23.8K 0.02% 179
2018
Q1 		$14K Buy
+325
New +$15.5K ﹤0.01% 180

Other funds holding HSBC

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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
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 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
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Fidelity Investments
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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Lucia Wealth Services's HSBC Position: Q3 2018 in Review

Lucia Wealth Services sold out of HSBC (HSBC) in Q3 2018, closing a stake of 843 shares — an estimated $37K sold.

Lucia Wealth Services first reported a position in HSBC in Q1 2018 and held it in 2 quarters. The position peaked at $37K in Q2 2018. 414 funds tracked by Wall St. Rank hold HSBC as of Q3 2018.

  • Lucia Wealth Services reported no remaining HSBC position as of Q3 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 843 HSBC shares in Q3 2018, an estimated $37K.
  • Lucia Wealth Services first reported a position in HSBC in Q1 2018 and held it in 2 quarters.
  • Lucia Wealth Services's HSBC position peaked at $37K in Q2 2018.
  • 414 funds tracked by Wall St. Rank held HSBC as of Q3 2018.

Based on Lucia Wealth Services's 13F filing for Q3 2018, filed 14 Nov 2018.