NEAM
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New England Asset Management’s HSBC HSBC Stock Holding History

New England 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
2018
Q4 		– Sell
-5,069
Closed -$212K – 190
2018
Q3 		$212K Sell
5,069
-56
-1% -$2.43K ﹤0.01% 182
2018
Q2 		$228K Buy
+5,125
New +$235K ﹤0.01% 175

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Bank of America
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Northern Trust
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

New England Asset Management's HSBC Position: Q4 2018 in Review

New England Asset Management sold out of HSBC (HSBC) in Q4 2018, closing a stake of 5,069 shares — an estimated $212K sold.

New England Asset Management first reported a position in HSBC in Q2 2018 and held it in 2 quarters. The position peaked at $228K in Q2 2018. 425 funds tracked by Wall St. Rank hold HSBC as of Q4 2018.

  • New England Asset Management reported no remaining HSBC position as of Q4 2018 after selling out during the quarter.
  • New England Asset Management sold 5,069 HSBC shares in Q4 2018, an estimated $212K.
  • New England Asset Management first reported a position in HSBC in Q2 2018 and held it in 2 quarters.
  • New England Asset Management's HSBC position peaked at $228K in Q2 2018.
  • 425 funds tracked by Wall St. Rank held HSBC as of Q4 2018.

Based on New England Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.