Nelson Capital Management’s HSBC HSBC Stock Holding History

Nelson Capital 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 Q4	–	Sell	-200	Closed	-$8K	–	188
2019 Q3	$8K	Hold	200	–	–	﹤0.01%	257
2019 Q2	$8K	Sell	200 -2	-1%	-$84	﹤0.01%	236
2019 Q1	$8K	Sell	202 -5	-2%	-$201	﹤0.01%	214
2018 Q4	$8K	Sell	207 -3	-1%	-$120	﹤0.01%	220
2018 Q3	$9K	Sell	210 -2	-0.9%	-$87	﹤0.01%	212
2018 Q2	$9K	Sell	212 -2	-0.9%	-$92	﹤0.01%	202
2018 Q1	$10K	Buy	+214	New	+$10.2K	﹤0.01%	206
2017 Q4	–	Sell	-219	Closed	-$10K	–	348
2017 Q3	$10K	Hold	219	–	–	﹤0.01%	205
2017 Q2	$9K	Sell	219 -2	-0.9%	-$78	﹤0.01%	216
2017 Q1	$8K	Hold	221	–	–	﹤0.01%	221
2016 Q4	$8K	Hold	221	–	–	﹤0.01%	210
2016 Q3	$8K	Sell	221 -3	-1%	-$94	﹤0.01%	217
2016 Q2	$6K	Hold	224	–	–	﹤0.01%	226
2016 Q1	$6K	Hold	224	–	–	﹤0.01%	218
2015 Q4	$8K	Hold	224	–	–	﹤0.01%	206
2015 Q3	$8K	Hold	224	–	–	﹤0.01%	201
2015 Q2	$9K	Sell	224 -3	-1%	-$125	﹤0.01%	207
2015 Q1	$9K	Sell	227 -5	-2%	-$195	﹤0.01%	210
2014 Q4	$9K	Hold	232	–	–	﹤0.01%	236
2014 Q3	$10K	Hold	232	–	–	﹤0.01%	236
2014 Q2	$10K	Hold	232	–	–	﹤0.01%	236
2014 Q1	$10K	Hold	232	–	–	﹤0.01%	201
2013 Q4	$11K	Hold	232	–	–	﹤0.01%	180
2013 Q3	$11K	Hold	232	–	–	0.01%	172
2013 Q2	$10K	Buy	+232	New	+$10.9K	0.01%	177

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PPA

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

SCCM

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

Nelson Capital Management's HSBC Position: Q4 2019 in Review

Nelson Capital Management sold out of HSBC (HSBC) in Q4 2019, closing a stake of 200 shares — an estimated $8K sold.

Nelson Capital Management first reported a position in HSBC in Q2 2013 and held it in 25 quarters. The position peaked at $11K in Q4 2013. 406 funds tracked by Wall St. Rank hold HSBC as of Q4 2019.

Nelson Capital Management reported no remaining HSBC position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 200 HSBC shares in Q4 2019, an estimated $8K.
Nelson Capital Management first reported a position in HSBC in Q2 2013 and held it in 25 quarters.
Nelson Capital Management's HSBC position peaked at $11K in Q4 2013.
406 funds tracked by Wall St. Rank held HSBC as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.