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Pin Oak Investment Advisors’s HSBC HSBC Stock Holding History

Pin Oak Investment Advisors’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
Q1 		– Sell
-467
Closed -$18K – 413
2019
Q4 		$18K Buy
467
+283
+154% +$10.7K 0.01% 272
2019
Q3 		$7K Hold
184
– – 0.01% 353
2019
Q2 		$8K Sell
184
-38
-17% -$1.59K 0.01% 371
2019
Q1 		$9K Sell
222
-5
-2% -$201 0.01% 338
2018
Q4 		$9K Sell
227
-3
-1% -$120 0.01% 326
2018
Q3 		$10K Sell
230
-2
-0.9% -$87 0.01% 317
2018
Q2 		$10K Sell
232
-3
-1% -$138 0.01% 324
2018
Q1 		$10K Sell
235
-5
-2% -$238 0.01% 330
2017
Q4 		$11K Buy
+240
New +$10.9K 0.01% 333

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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pin Oak Investment Advisors's HSBC Position: Q1 2020 in Review

Pin Oak Investment Advisors sold out of HSBC (HSBC) in Q1 2020, closing a stake of 467 shares — an estimated $18K sold.

Pin Oak Investment Advisors first reported a position in HSBC in Q4 2017 and held it in 9 quarters. The position peaked at $18K in Q4 2019. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

  • Pin Oak Investment Advisors reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 467 HSBC shares in Q1 2020, an estimated $18K.
  • Pin Oak Investment Advisors first reported a position in HSBC in Q4 2017 and held it in 9 quarters.
  • Pin Oak Investment Advisors's HSBC position peaked at $18K in Q4 2019.
  • 340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2020, filed 18 May 2020.