OCG
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Opus Capital Group’s HSBC HSBC Stock Holding History

Opus Capital Group’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
Q2 		– Sell
-8,121
Closed -$326K – 187
2019
Q1 		$326K Sell
8,121
-203
-2% -$8.18K 0.09% 171
2018
Q4 		$330K Sell
8,324
-100
-1% -$4K 0.07% 173
2018
Q3 		$353K Sell
8,424
-1,670
-17% -$72.4K 0.08% 181
2018
Q2 		$448K Sell
10,094
-102
-1% -$4.68K 0.11% 145
2018
Q1 		$453K Sell
10,196
-901
-8% -$42.9K 0.11% 146
2017
Q4 		$524K Hold
11,097
– – 0.12% 137
2017
Q3 		$501K Buy
11,097
+1,548
+16% +$68.5K 0.11% 140
2017
Q2 		$405K Sell
9,549
-110
-1% -$4.27K 0.08% 136
2017
Q1 		$356K Hold
9,659
– – 0.05% 180
2016
Q4 		$351K Buy
9,659
+2,392
+33% +$84.8K 0.05% 165
2016
Q3 		$247K Sell
7,267
-101
-1% -$3.17K 0.05% 173
2016
Q2 		$206K Hold
7,368
– – 0.05% 178
2016
Q1 		$204K Hold
7,368
– – 0.05% 181
2015
Q4 		$259K Hold
7,368
– – 0.04% 231
2015
Q3 		$249K Hold
7,368
– – 0.04% 223
2015
Q2 		$294K Sell
7,368
-78
-1% -$3.25K 0.05% 205
2015
Q1 		$280K Sell
7,446
-173
-2% -$6.74K 0.04% 205
2014
Q4 		$310K Hold
7,619
– – 0.05% 201
2014
Q3 		$334K Sell
7,619
-737
-9% -$33.6K 0.05% 206
2014
Q2 		$366K Hold
8,356
– – 0.03% 179
2014
Q1 		$366K Hold
8,356
– – 0.03% 162
2013
Q4 		$397K Buy
+8,356
New +$396K 0.02% 150

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 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

Opus Capital Group's HSBC Position: Q2 2019 in Review

Opus Capital Group sold out of HSBC (HSBC) in Q2 2019, closing a stake of 8,121 shares — an estimated $326K sold.

Opus Capital Group first reported a position in HSBC in Q4 2013 and held it in 22 quarters. The position peaked at $524K in Q4 2017. 421 funds tracked by Wall St. Rank hold HSBC as of Q2 2019.

  • Opus Capital Group reported no remaining HSBC position as of Q2 2019 after selling out during the quarter.
  • Opus Capital Group sold 8,121 HSBC shares in Q2 2019, an estimated $326K.
  • Opus Capital Group first reported a position in HSBC in Q4 2013 and held it in 22 quarters.
  • Opus Capital Group's HSBC position peaked at $524K in Q4 2017.
  • 421 funds tracked by Wall St. Rank held HSBC as of Q2 2019.

Based on Opus Capital Group's 13F filing for Q2 2019, filed 8 Aug 2019.