MWM
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Modera Wealth Management’s HSBC HSBC Stock Holding History

Modera Wealth Management’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
-4,378
Closed -$207K – 134
2017
Q4 		$207K Buy
+4,378
New +$198K 0.04% 126

Other funds holding HSBC

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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
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Modera Wealth Management's HSBC Position: Q1 2018 in Review

Modera Wealth Management sold out of HSBC (HSBC) in Q1 2018, closing a stake of 4,378 shares — an estimated $207K sold.

Modera Wealth Management first reported a position in HSBC in Q4 2017 and held it in 1 quarter. The position peaked at $207K in Q4 2017. 434 funds tracked by Wall St. Rank hold HSBC as of Q1 2018.

  • Modera Wealth Management reported no remaining HSBC position as of Q1 2018 after selling out during the quarter.
  • Modera Wealth Management sold 4,378 HSBC shares in Q1 2018, an estimated $207K.
  • Modera Wealth Management first reported a position in HSBC in Q4 2017 and held it in 1 quarter.
  • Modera Wealth Management's HSBC position peaked at $207K in Q4 2017.
  • 434 funds tracked by Wall St. Rank held HSBC as of Q1 2018.

Based on Modera Wealth Management's 13F filing for Q1 2018, filed 10 May 2018.