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Northwest Investment Counselors’s HSBC HSBC Stock Holding History

Northwest Investment Counselors’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
-1,000
Closed -$38K – 310
2019
Q3 		$38K Buy
+1,000
New +$38.8K 0.01% 241
2017
Q4 		– Sell
-192
Closed -$9K – 208
2017
Q3 		$9K Buy
+192
New +$8.49K ﹤0.01% 301

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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

Northwest Investment Counselors's HSBC Position: Q4 2019 in Review

Northwest Investment Counselors sold out of HSBC (HSBC) in Q4 2019, closing a stake of 1,000 shares — an estimated $38K sold.

Northwest Investment Counselors first reported a position in HSBC in Q3 2017 and held it in 2 quarters. The position peaked at $38K in Q3 2019. 406 funds tracked by Wall St. Rank hold HSBC as of Q4 2019.

  • Northwest Investment Counselors reported no remaining HSBC position as of Q4 2019 after selling out during the quarter.
  • Northwest Investment Counselors sold 1,000 HSBC shares in Q4 2019, an estimated $38K.
  • Northwest Investment Counselors first reported a position in HSBC in Q3 2017 and held it in 2 quarters.
  • Northwest Investment Counselors's HSBC position peaked at $38K in Q3 2019.
  • 406 funds tracked by Wall St. Rank held HSBC as of Q4 2019.

Based on Northwest Investment Counselors's 13F filing for Q4 2019, filed 27 Jan 2020.