McAdam LLC’s HSBC HSBC Stock Holding History

McAdam LLC’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	-33	Closed	-$1K	–	285
2018 Q3	$1K	Hold	33	–	–	﹤0.01%	579
2018 Q2	$1K	Hold	33	–	–	﹤0.01%	551
2018 Q1	$1K	Buy	+33	New	+$1.57K	﹤0.01%	642

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 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

McAdam LLC's HSBC Position: Q4 2018 in Review

McAdam LLC sold out of HSBC (HSBC) in Q4 2018, closing a stake of 33 shares — an estimated $1K sold.

McAdam LLC first reported a position in HSBC in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 425 funds tracked by Wall St. Rank hold HSBC as of Q4 2018.

McAdam LLC reported no remaining HSBC position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 33 HSBC shares in Q4 2018, an estimated $1K.
McAdam LLC first reported a position in HSBC in Q1 2018 and held it in 3 quarters.
McAdam LLC's HSBC position peaked at $1K in Q3 2018.
425 funds tracked by Wall St. Rank held HSBC as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.