Miles Capital’s HSBC HSBC Stock Holding History

Miles Capital’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 Q1	–	Sell	-8,924	Closed	-$421K	–	222
2017 Q4	$421K	Hold	8,924	–	–	0.24%	69
2017 Q3	$403K	Hold	8,924	–	–	0.23%	69
2017 Q2	$378K	Sell	8,924 -102	-1%	-$3.96K	0.2%	79
2017 Q1	$333K	Hold	9,026	–	–	0.19%	87
2016 Q4	$328K	Buy	9,026 +1,680	+23%	+$59.6K	0.2%	81
2016 Q3	$250K	Buy	+7,346	New	+$231K	0.17%	99

Other funds holding HSBC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SCCM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Miles Capital's HSBC Position: Q1 2018 in Review

Miles Capital sold out of HSBC (HSBC) in Q1 2018, closing a stake of 8,924 shares — an estimated $421K sold.

Miles Capital first reported a position in HSBC in Q3 2016 and held it in 6 quarters. The position peaked at $421K in Q4 2017. 434 funds tracked by Wall St. Rank hold HSBC as of Q1 2018.

Miles Capital reported no remaining HSBC position as of Q1 2018 after selling out during the quarter.
Miles Capital sold 8,924 HSBC shares in Q1 2018, an estimated $421K.
Miles Capital first reported a position in HSBC in Q3 2016 and held it in 6 quarters.
Miles Capital's HSBC position peaked at $421K in Q4 2017.
434 funds tracked by Wall St. Rank held HSBC as of Q1 2018.

Based on Miles Capital's 13F filing for Q1 2018, filed 4 May 2018.