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Meridian Investment Counsel’s HSBC HSBC Stock Holding History

Meridian Investment Counsel’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
-5,085
Closed -$204K – 183
2019
Q1 		$204K Sell
5,085
-127
-2% -$5.12K 0.12% 159
2018
Q4 		$207K Sell
5,212
-63
-1% -$2.52K 0.14% 147
2018
Q3 		$221K Sell
5,275
-434
-8% -$18.8K 0.12% 162
2018
Q2 		$254K Sell
5,709
-283
-5% -$13K 0.14% 152
2018
Q1 		$266K Sell
5,992
-125
-2% -$5.95K 0.15% 143
2017
Q4 		$289K Hold
6,117
– – 0.16% 141
2017
Q3 		$276K Hold
6,117
– – 0.16% 146
2017
Q2 		$259K Sell
6,117
-70
-1% -$2.72K 0.15% 147
2017
Q1 		$228K Sell
6,187
-135
-2% -$5.07K 0.14% 154
2016
Q4 		$229K Sell
6,322
-335
-5% -$11.9K 0.15% 147
2016
Q3 		$226K Buy
+6,657
New +$209K 0.15% 144
2016
Q2 		– Sell
-7,872
Closed -$218K – 170
2016
Q1 		$218K Buy
7,872
+477
+6% +$14.1K 0.15% 147
2015
Q4 		$260K Sell
7,395
-567
-7% -$20K 0.19% 131
2015
Q3 		$269K Sell
7,962
-238
-3% -$8.9K 0.22% 113
2015
Q2 		$327K Sell
8,200
-86
-1% -$3.58K 0.23% 110
2015
Q1 		$311K Sell
8,286
-289
-3% -$11.3K 0.22% 116
2014
Q4 		$349K Sell
8,575
-206
-2% -$8.79K 0.25% 102
2014
Q3 		$385K Buy
8,781
+161
+2% +$7.33K 0.29% 100
2014
Q2 		$377K Sell
8,620
-8,115
-48% -$362K 0.29% 100
2014
Q1 		$733K Sell
16,735
-28
-0.2% -$1.27K 0.62% 56
2013
Q4 		$796K Buy
+16,763
New +$794K 0.68% 50

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

Meridian Investment Counsel's HSBC Position: Q2 2019 in Review

Meridian Investment Counsel sold out of HSBC (HSBC) in Q2 2019, closing a stake of 5,085 shares — an estimated $204K sold.

Meridian Investment Counsel first reported a position in HSBC in Q4 2013 and held it in 21 quarters. The position peaked at $796K in Q4 2013. 421 funds tracked by Wall St. Rank hold HSBC as of Q2 2019.

  • Meridian Investment Counsel reported no remaining HSBC position as of Q2 2019 after selling out during the quarter.
  • Meridian Investment Counsel sold 5,085 HSBC shares in Q2 2019, an estimated $204K.
  • Meridian Investment Counsel first reported a position in HSBC in Q4 2013 and held it in 21 quarters.
  • Meridian Investment Counsel's HSBC position peaked at $796K in Q4 2013.
  • 421 funds tracked by Wall St. Rank held HSBC as of Q2 2019.

Based on Meridian Investment Counsel's 13F filing for Q2 2019, filed 13 Aug 2019.