Martin Currie’s HSBC HSBC Stock Holding History

Martin Currie’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 Q3	–	Sell	-130	Closed	-$5K	–	90
2019 Q2	$5K	Buy	130 +7	+6%	+$293	﹤0.01%	80
2019 Q1	$5K	Sell	123 -4	-3%	-$161	﹤0.01%	86
2018 Q4	$5K	Sell	127 -1	-0.8%	-$40	﹤0.01%	87
2018 Q3	$5K	Sell	128 -1	-0.8%	-$43	﹤0.01%	93
2018 Q2	$6K	Sell	129 -2	-2%	-$92	﹤0.01%	89
2018 Q1	$6K	Sell	131 -3	-2%	-$143	﹤0.01%	96
2017 Q4	$6K	Buy	+134	New	+$6.06K	﹤0.01%	100

Other funds holding HSBC

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Martin Currie's HSBC Position: Q3 2019 in Review

Martin Currie sold out of HSBC (HSBC) in Q3 2019, closing a stake of 130 shares — an estimated $5K sold.

Martin Currie first reported a position in HSBC in Q4 2017 and held it in 7 quarters. The position peaked at $6K in Q2 2018. 386 funds tracked by Wall St. Rank hold HSBC as of Q3 2019.

Martin Currie reported no remaining HSBC position as of Q3 2019 after selling out during the quarter.
Martin Currie sold 130 HSBC shares in Q3 2019, an estimated $5K.
Martin Currie first reported a position in HSBC in Q4 2017 and held it in 7 quarters.
Martin Currie's HSBC position peaked at $6K in Q2 2018.
386 funds tracked by Wall St. Rank held HSBC as of Q3 2019.

Based on Martin Currie's 13F filing for Q3 2019, filed 14 Nov 2019.