Mosaic Family Wealth’s HSBC HSBC Stock Holding History

Mosaic Family Wealth’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
2017 Q4	–	Sell	-312	Closed	-$14K	–	781
2017 Q3	$14K	Buy	+312	New	+$13.8K	0.01%	527

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PPA

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Mosaic Family Wealth's HSBC Position: Q4 2017 in Review

Mosaic Family Wealth sold out of HSBC (HSBC) in Q4 2017, closing a stake of 312 shares — an estimated $14K sold.

Mosaic Family Wealth first reported a position in HSBC in Q3 2017 and held it in 1 quarter. The position peaked at $14K in Q3 2017. 430 funds tracked by Wall St. Rank hold HSBC as of Q4 2017.

Mosaic Family Wealth reported no remaining HSBC position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 312 HSBC shares in Q4 2017, an estimated $14K.
Mosaic Family Wealth first reported a position in HSBC in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's HSBC position peaked at $14K in Q3 2017.
430 funds tracked by Wall St. Rank held HSBC as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.