Polaris Wealth Advisory Group’s HSBC HSBC Stock Holding History

Polaris Wealth Advisory 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
2018 Q3	–	Sell	-61,913	Closed	-$2.78M	–	523
2018 Q2	$2.78M	Sell	61,913 -626	-1%	-$28.7K	0.23%	66
2018 Q1	$2.78M	Buy	62,539 +17,483	+39%	+$832K	0.23%	68
2017 Q4	$2.13M	Buy	45,056 +9,620	+27%	+$435K	0.17%	72
2017 Q3	$1.6M	Buy	+35,436	New	+$1.57M	0.14%	77
2016 Q1	–	Sell	-5,999	Closed	-$211K	–	122
2015 Q4	$211K	Buy	+5,999	New	+$212K	0.03%	135

Other funds holding HSBC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SCCM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PPA

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Polaris Wealth Advisory Group's HSBC Position: Q3 2018 in Review

Polaris Wealth Advisory Group sold out of HSBC (HSBC) in Q3 2018, closing a stake of 61,913 shares — an estimated $2.78M sold.

Polaris Wealth Advisory Group first reported a position in HSBC in Q4 2015 and held it in 5 quarters. The position peaked at $2.78M in Q2 2018. 414 funds tracked by Wall St. Rank hold HSBC as of Q3 2018.

Polaris Wealth Advisory Group reported no remaining HSBC position as of Q3 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 61,913 HSBC shares in Q3 2018, an estimated $2.78M.
Polaris Wealth Advisory Group first reported a position in HSBC in Q4 2015 and held it in 5 quarters.
Polaris Wealth Advisory Group's HSBC position peaked at $2.78M in Q2 2018.
414 funds tracked by Wall St. Rank held HSBC as of Q3 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2018, filed 19 Oct 2018.