PFS
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Physicians Financial Services’s HSBC HSBC Stock Holding History

Physicians Financial Services’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
2017
Q1 		– Sell
-686
Closed -$20K – 183
2016
Q4 		$20K Hold
686
– – 0.02% 207
2016
Q3 		$23K Sell
686
-10
-1% -$314 0.02% 192
2016
Q2 		$19K Buy
696
+539
+343% +$15.2K 0.02% 203
2016
Q1 		$4K Hold
157
– – ﹤0.01% 262
2015
Q4 		$6K Buy
+157
New +$5.54K 0.01% 255

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
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
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Physicians Financial Services's HSBC Position: Q1 2017 in Review

Physicians Financial Services sold out of HSBC (HSBC) in Q1 2017, closing a stake of 686 shares — an estimated $20K sold.

Physicians Financial Services first reported a position in HSBC in Q4 2015 and held it in 5 quarters. The position peaked at $23K in Q3 2016. 351 funds tracked by Wall St. Rank hold HSBC as of Q1 2017.

  • Physicians Financial Services reported no remaining HSBC position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 686 HSBC shares in Q1 2017, an estimated $20K.
  • Physicians Financial Services first reported a position in HSBC in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's HSBC position peaked at $23K in Q3 2016.
  • 351 funds tracked by Wall St. Rank held HSBC as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.