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NWQ Investment Management Company’s HSBC HSBC Stock Holding History

NWQ Investment Management Company’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
2020
Q3 		– Sell
-253,407
Closed -$5.91K – 161
2020
Q2 		$5.91K Sell
253,407
-25,010
-9% -$621K 0.2% 99
2020
Q1 		$7.8M Buy
278,417
+17,967
+7% +$624K 0.31% 100
2019
Q4 		$10.2M Sell
260,450
-49,727
-16% -$1.89M 0.25% 117
2019
Q3 		$11.9M Sell
310,177
-18,640
-6% -$722K 0.29% 114
2019
Q2 		$13.7M Sell
328,817
-14,899
-4% -$624K 0.31% 105
2019
Q1 		$13.8M Buy
343,716
+2,382
+0.7% +$96K 0.3% 109
2018
Q4 		$13.5M Sell
341,334
-39,719
-10% -$1.59M 0.32% 109
2018
Q3 		$15.1M Sell
381,053
-19,218
-5% -$833K 0.3% 113
2018
Q2 		$17.8M Sell
400,271
-44,130
-10% -$2.02M 0.32% 108
2018
Q1 		$19.8M Sell
444,401
-27,083
-6% -$1.29M 0.32% 100
2017
Q4 		$22.2M Sell
471,484
-15,566
-3% -$704K 0.29% 108
2017
Q3 		$22M Sell
487,050
-22,943
-4% -$1.01M 0.27% 108
2017
Q2 		$21.6M Sell
509,993
-37,071
-7% -$1.44M 0.3% 105
2017
Q1 		$20.3M Sell
547,064
-19,386
-3% -$728K 0.27% 110
2016
Q4 		$20.6M Buy
566,450
+165,900
+41% +$5.88M 0.28% 106
2016
Q3 		$13.6M Buy
+400,550
New +$12.6M 0.2% 112

Other funds holding HSBC

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NWQ Investment Management Company's HSBC Position: Q3 2020 in Review

NWQ Investment Management Company sold out of HSBC (HSBC) in Q3 2020, closing a stake of 253,407 shares — an estimated $5.91K sold.

NWQ Investment Management Company first reported a position in HSBC in Q3 2016 and held it in 16 quarters. The position peaked at $22.2M in Q4 2017. 238 funds tracked by Wall St. Rank hold HSBC as of Q3 2020.

  • NWQ Investment Management Company reported no remaining HSBC position as of Q3 2020 after selling out during the quarter.
  • NWQ Investment Management Company sold 253,407 HSBC shares in Q3 2020, an estimated $5.91K.
  • NWQ Investment Management Company first reported a position in HSBC in Q3 2016 and held it in 16 quarters.
  • NWQ Investment Management Company's HSBC position peaked at $22.2M in Q4 2017.
  • 238 funds tracked by Wall St. Rank held HSBC as of Q3 2020.

Based on NWQ Investment Management Company's 13F filing for Q3 2020, filed 16 Nov 2020.