Point View Wealth Management’s HSBC HSBC Stock Holding History

Point View Wealth Management’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
2018 Q1	–	Sell	-4,408	Closed	-$208K	–	261
2017 Q4	$208K	Sell	4,408 -651	-13%	-$29.4K	0.1%	229
2017 Q3	$229K	Hold	5,059	–	–	0.11%	213
2017 Q2	$214K	Buy	+5,059	New	+$196K	0.11%	222
2015 Q3	–	Sell	-5,298	Closed	-$212K	–	205
2015 Q2	$212K	Buy	5,298 +313	+6%	+$13K	0.16%	168
2015 Q1	$187K	Buy	+4,985	New	+$194K	0.14%	181
2014 Q4	–	Sell	-4,755	Closed	-$208K	–	193
2014 Q3	$208K	Sell	4,755 -160	-3%	-$7.29K	0.18%	165
2014 Q2	$215K	Hold	4,915	–	–	0.19%	168
2014 Q1	$215K	Sell	4,915 -536	-10%	-$24.3K	0.2%	157
2013 Q4	$259K	Buy	+5,451	New	+$258K	0.25%	139

Other funds holding HSBC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

PPA

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

Point View Wealth Management's HSBC Position: Q1 2018 in Review

Point View Wealth Management sold out of HSBC (HSBC) in Q1 2018, closing a stake of 4,408 shares — an estimated $208K sold.

Point View Wealth Management first reported a position in HSBC in Q4 2013 and held it in 9 quarters. The position peaked at $259K in Q4 2013. 434 funds tracked by Wall St. Rank hold HSBC as of Q1 2018.

Point View Wealth Management reported no remaining HSBC position as of Q1 2018 after selling out during the quarter.
Point View Wealth Management sold 4,408 HSBC shares in Q1 2018, an estimated $208K.
Point View Wealth Management first reported a position in HSBC in Q4 2013 and held it in 9 quarters.
Point View Wealth Management's HSBC position peaked at $259K in Q4 2013.
434 funds tracked by Wall St. Rank held HSBC as of Q1 2018.

Based on Point View Wealth Management's 13F filing for Q1 2018, filed 4 May 2018.