ONST
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Old North State Trust’s HSBC HSBC Stock Holding History

Old North State Trust’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
-232
Closed -$9K – 355
2019
Q3 		$9K Hold
232
– – 0.01% 326
2019
Q2 		$10K Sell
232
-3
-1% -$126 0.01% 300
2019
Q1 		$9K Sell
235
-6
-2% -$242 0.01% 315
2018
Q4 		$9K Sell
241
-3
-1% -$120 0.01% 313
2018
Q3 		$10K Buy
+244
New +$10.6K 0.01% 312

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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

Old North State Trust's HSBC Position: Q4 2019 in Review

Old North State Trust sold out of HSBC (HSBC) in Q4 2019, closing a stake of 232 shares — an estimated $9K sold.

Old North State Trust first reported a position in HSBC in Q3 2018 and held it in 5 quarters. The position peaked at $10K in Q2 2019. 406 funds tracked by Wall St. Rank hold HSBC as of Q4 2019.

  • Old North State Trust reported no remaining HSBC position as of Q4 2019 after selling out during the quarter.
  • Old North State Trust sold 232 HSBC shares in Q4 2019, an estimated $9K.
  • Old North State Trust first reported a position in HSBC in Q3 2018 and held it in 5 quarters.
  • Old North State Trust's HSBC position peaked at $10K in Q2 2019.
  • 406 funds tracked by Wall St. Rank held HSBC as of Q4 2019.

Based on Old North State Trust's 13F filing for Q4 2019, filed 21 Feb 2020.