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Mercer Capital Advisers’s HSBC HSBC Stock Holding History

Mercer Capital Advisers’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
-2,000
Closed -$84K – 232
2018
Q3 		$84K Buy
2,000
+21
+1% +$910 0.06% 126
2018
Q2 		$88K Buy
1,979
+21
+1% +$963 0.06% 127
2018
Q1 		$87K Sell
1,958
-40
-2% -$1.9K 0.06% 129
2017
Q4 		$94K Buy
1,998
+19
+1% +$859 0.07% 124
2017
Q3 		$89K Buy
1,979
+43
+2% +$1.9K 0.07% 132
2017
Q2 		$82K Buy
1,936
+26
+1% +$1.01K 0.06% 136
2017
Q1 		$70K Hold
1,910
– – 0.05% 146
2016
Q4 		$69K Buy
1,910
+26
+1% +$922 0.06% 145
2016
Q3 		$64K Buy
1,884
+30
+2% +$941 0.05% 151
2016
Q2 		$52K Buy
1,854
+58
+3% +$1.64K 0.04% 163
2016
Q1 		$50K Hold
1,796
– – 0.04% 158
2015
Q4 		$63K Buy
1,796
+43
+2% +$1.52K 0.06% 142
2015
Q3 		$59K Buy
1,753
+18
+1% +$673 0.05% 145
2015
Q2 		$69K Buy
1,735
+22
+1% +$916 0.06% 143
2015
Q1 		$64K Sell
1,713
-39
-2% -$1.52K 0.06% 147
2014
Q4 		$71K Buy
+1,752
New +$74.7K 0.06% 142

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CI
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
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

Mercer Capital Advisers's HSBC Position: Q4 2018 in Review

Mercer Capital Advisers sold out of HSBC (HSBC) in Q4 2018, closing a stake of 2,000 shares — an estimated $84K sold.

Mercer Capital Advisers first reported a position in HSBC in Q4 2014 and held it in 16 quarters. The position peaked at $94K in Q4 2017. 425 funds tracked by Wall St. Rank hold HSBC as of Q4 2018.

  • Mercer Capital Advisers reported no remaining HSBC position as of Q4 2018 after selling out during the quarter.
  • Mercer Capital Advisers sold 2,000 HSBC shares in Q4 2018, an estimated $84K.
  • Mercer Capital Advisers first reported a position in HSBC in Q4 2014 and held it in 16 quarters.
  • Mercer Capital Advisers's HSBC position peaked at $94K in Q4 2017.
  • 425 funds tracked by Wall St. Rank held HSBC as of Q4 2018.

Based on Mercer Capital Advisers's 13F filing for Q4 2018, filed 17 Jan 2019.