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Nuveen Fund Advisors’s HSBC HSBC Stock Holding History

Nuveen Fund Advisors’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
Q1 		– Sell
-5,860
Closed -$276K – 280
2017
Q4 		$276K Sell
5,860
-5,485
-48% -$248K 0.08% 240
2017
Q3 		$512K Sell
11,345
-2,765
-20% -$122K 0.1% 220
2017
Q2 		$606K Buy
14,110
+1,489
+12% +$57.8K 0.1% 239
2017
Q1 		$467K Buy
12,621
+177
+1% +$6.65K 0.06% 298
2016
Q4 		$452K Buy
12,444
+1,526
+14% +$54.1K 0.07% 293
2016
Q3 		$371K Buy
10,918
+2,775
+34% +$87.1K 0.05% 340
2016
Q2 		$227K Buy
+8,143
New +$230K 0.04% 387

Other funds holding HSBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 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
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Nuveen Fund Advisors's HSBC Position: Q1 2018 in Review

Nuveen Fund Advisors sold out of HSBC (HSBC) in Q1 2018, closing a stake of 5,860 shares — an estimated $276K sold.

Nuveen Fund Advisors first reported a position in HSBC in Q2 2016 and held it in 7 quarters. The position peaked at $606K in Q2 2017. 434 funds tracked by Wall St. Rank hold HSBC as of Q1 2018.

  • Nuveen Fund Advisors reported no remaining HSBC position as of Q1 2018 after selling out during the quarter.
  • Nuveen Fund Advisors sold 5,860 HSBC shares in Q1 2018, an estimated $276K.
  • Nuveen Fund Advisors first reported a position in HSBC in Q2 2016 and held it in 7 quarters.
  • Nuveen Fund Advisors's HSBC position peaked at $606K in Q2 2017.
  • 434 funds tracked by Wall St. Rank held HSBC as of Q1 2018.

Based on Nuveen Fund Advisors's 13F filing for Q1 2018, filed 14 May 2018.