NWM
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Northwest Wealth Management’s HSBC HSBC Stock Holding History

Northwest Wealth 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
Q1 		– Sell
-208
Closed -$8K – 536
2018
Q4 		$8K Sell
208
-3
-1% -$120 0.01% 346
2018
Q3 		$9K Sell
211
-2
-0.9% -$87 0.01% 367
2018
Q2 		$9K Sell
213
-2
-0.9% -$92 0.01% 352
2018
Q1 		$10K Buy
+215
New +$10.2K 0.01% 352

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Northwest Wealth Management's HSBC Position: Q1 2019 in Review

Northwest Wealth Management sold out of HSBC (HSBC) in Q1 2019, closing a stake of 208 shares — an estimated $8K sold.

Northwest Wealth Management first reported a position in HSBC in Q1 2018 and held it in 4 quarters. The position peaked at $10K in Q1 2018. 433 funds tracked by Wall St. Rank hold HSBC as of Q1 2019.

  • Northwest Wealth Management reported no remaining HSBC position as of Q1 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 208 HSBC shares in Q1 2019, an estimated $8K.
  • Northwest Wealth Management first reported a position in HSBC in Q1 2018 and held it in 4 quarters.
  • Northwest Wealth Management's HSBC position peaked at $10K in Q1 2018.
  • 433 funds tracked by Wall St. Rank held HSBC as of Q1 2019.

Based on Northwest Wealth Management's 13F filing for Q1 2019, filed 12 Apr 2019.