MSA
HSBC icon

Marino Stram & Associates’s HSBC HSBC Stock Holding History

Marino Stram & Associates’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
Q2 		– Sell
-89
Closed -$4K – 297
2019
Q1 		$4K Sell
89
-5
-5% -$201 ﹤0.01% 415
2018
Q4 		$4K Buy
94
+65
+224% +$2.6K ﹤0.01% 361
2018
Q3 		$1K Sell
29
-1
-3% -$43 ﹤0.01% 439
2018
Q2 		$1K Buy
+30
New +$1.38K ﹤0.01% 440

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 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

Marino Stram & Associates's HSBC Position: Q2 2019 in Review

Marino Stram & Associates sold out of HSBC (HSBC) in Q2 2019, closing a stake of 89 shares — an estimated $4K sold.

Marino Stram & Associates first reported a position in HSBC in Q2 2018 and held it in 4 quarters. The position peaked at $4K in Q1 2019. 421 funds tracked by Wall St. Rank hold HSBC as of Q2 2019.

  • Marino Stram & Associates reported no remaining HSBC position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 89 HSBC shares in Q2 2019, an estimated $4K.
  • Marino Stram & Associates first reported a position in HSBC in Q2 2018 and held it in 4 quarters.
  • Marino Stram & Associates's HSBC position peaked at $4K in Q1 2019.
  • 421 funds tracked by Wall St. Rank held HSBC as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.