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Pinkerton Retirement Specialists’s HSBC HSBC Stock Holding History

Pinkerton Retirement Specialists’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
Q3 		– Sell
-303
Closed -$13K – 169
2017
Q2 		$13K Buy
+303
New +$11.8K 0.01% 114
2017
Q1 		– Sell
-1,885
Closed -$68K – 291
2016
Q4 		$68K Buy
+1,885
New +$66.8K 0.03% 184
2016
Q3 		– Sell
-34
Closed -$1K – 630
2016
Q2 		$1K Buy
+34
New +$961 ﹤0.01% 563

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
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
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Pinkerton Retirement Specialists's HSBC Position: Q3 2017 in Review

Pinkerton Retirement Specialists sold out of HSBC (HSBC) in Q3 2017, closing a stake of 303 shares — an estimated $13K sold.

Pinkerton Retirement Specialists first reported a position in HSBC in Q2 2016 and held it in 3 quarters. The position peaked at $68K in Q4 2016. 387 funds tracked by Wall St. Rank hold HSBC as of Q3 2017.

  • Pinkerton Retirement Specialists reported no remaining HSBC position as of Q3 2017 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 303 HSBC shares in Q3 2017, an estimated $13K.
  • Pinkerton Retirement Specialists first reported a position in HSBC in Q2 2016 and held it in 3 quarters.
  • Pinkerton Retirement Specialists's HSBC position peaked at $68K in Q4 2016.
  • 387 funds tracked by Wall St. Rank held HSBC as of Q3 2017.

Based on Pinkerton Retirement Specialists's 13F filing for Q3 2017, filed 14 Nov 2017.