MWC
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MBM Wealth Consultants’s HSBC HSBC Stock Holding History

MBM Wealth Consultants’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
2020
Q1 		– Sell
-1
Closed – – 206
2019
Q4 		$0 Buy
+1
New +$38 ﹤0.01% 213

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Northern Trust
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CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
PPA
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MBM Wealth Consultants's HSBC Position: Q1 2020 in Review

MBM Wealth Consultants sold out of HSBC (HSBC) in Q1 2020, closing a stake of 1 share.

MBM Wealth Consultants first reported a position in HSBC in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

  • MBM Wealth Consultants reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
  • MBM Wealth Consultants sold 1 HSBC share in Q1 2020.
  • MBM Wealth Consultants first reported a position in HSBC in Q4 2019 and held it in 1 quarter.
  • MBM Wealth Consultants's HSBC position peaked at $0 in Q4 2019.
  • 340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on MBM Wealth Consultants's 13F filing for Q1 2020, filed 13 May 2020.