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Moloney Securities Asset Management’s HSBC HSBC Stock Holding History

Moloney Securities Asset 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
2019
Q3 		– Sell
-24,360
Closed -$1.02M – 338
2019
Q2 		$1.02M Buy
24,360
+530
+2% +$22.2K 0.34% 87
2019
Q1 		$956K Buy
23,830
+3,404
+17% +$137K 0.33% 94
2018
Q4 		$810K Buy
20,426
+1,239
+6% +$49.6K 0.33% 95
2018
Q3 		$804K Sell
19,187
-3,252
-14% -$141K 0.28% 105
2018
Q2 		$997K Sell
22,439
-278
-1% -$12.7K 0.38% 81
2018
Q1 		$1.01M Sell
22,717
-3,305
-13% -$157K 0.41% 76
2017
Q4 		$1.23M Buy
26,022
+336
+1% +$15.2K 0.52% 58
2017
Q3 		$1.16M Sell
25,686
-492
-2% -$21.8K 0.52% 52
2017
Q2 		$1.11M Buy
26,178
+2,199
+9% +$85.4K 0.55% 51
2017
Q1 		$884K Buy
23,979
+966
+4% +$36.3K 0.46% 65
2016
Q4 		$835K Buy
+23,013
New +$816K 0.5% 54

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
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
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Moloney Securities Asset Management's HSBC Position: Q3 2019 in Review

Moloney Securities Asset Management sold out of HSBC (HSBC) in Q3 2019, closing a stake of 24,360 shares — an estimated $1.02M sold.

Moloney Securities Asset Management first reported a position in HSBC in Q4 2016 and held it in 11 quarters. The position peaked at $1.23M in Q4 2017. 386 funds tracked by Wall St. Rank hold HSBC as of Q3 2019.

  • Moloney Securities Asset Management reported no remaining HSBC position as of Q3 2019 after selling out during the quarter.
  • Moloney Securities Asset Management sold 24,360 HSBC shares in Q3 2019, an estimated $1.02M.
  • Moloney Securities Asset Management first reported a position in HSBC in Q4 2016 and held it in 11 quarters.
  • Moloney Securities Asset Management's HSBC position peaked at $1.23M in Q4 2017.
  • 386 funds tracked by Wall St. Rank held HSBC as of Q3 2019.

Based on Moloney Securities Asset Management's 13F filing for Q3 2019, filed 1 Nov 2019.