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Patton Albertson Miller Group’s HSBC HSBC Stock Holding History

Patton Albertson Miller 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
2020
Q2 		– Sell
-14,660
Closed -$411K – 212
2020
Q1 		$411K Sell
14,660
-194
-1% -$6.74K 0.14% 152
2019
Q4 		$581K Buy
14,854
+870
+6% +$33K 0.15% 142
2019
Q3 		$535K Buy
13,984
+1,251
+10% +$48.5K 0.15% 149
2019
Q2 		$481K Buy
+12,733
New +$533K 0.14% 157

Other funds holding HSBC

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 60.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Patton Albertson Miller Group's HSBC Position: Q2 2020 in Review

Patton Albertson Miller Group sold out of HSBC (HSBC) in Q2 2020, closing a stake of 14,660 shares — an estimated $411K sold.

Patton Albertson Miller Group first reported a position in HSBC in Q2 2019 and held it in 4 quarters. The position peaked at $581K in Q4 2019. 273 funds tracked by Wall St. Rank hold HSBC as of Q2 2020.

  • Patton Albertson Miller Group reported no remaining HSBC position as of Q2 2020 after selling out during the quarter.
  • Patton Albertson Miller Group sold 14,660 HSBC shares in Q2 2020, an estimated $411K.
  • Patton Albertson Miller Group first reported a position in HSBC in Q2 2019 and held it in 4 quarters.
  • Patton Albertson Miller Group's HSBC position peaked at $581K in Q4 2019.
  • 273 funds tracked by Wall St. Rank held HSBC as of Q2 2020.

Based on Patton Albertson Miller Group's 13F filing for Q2 2020, filed 10 Aug 2020.