Princeton Capital Management’s HSBC HSBC Stock Holding History

Princeton Capital 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 Q3	–	Sell	-249	Closed	-$11K	–	279
2018 Q2	$11K	Sell	249 -3	-1%	-$138	﹤0.01%	245
2018 Q1	$11K	Buy	+252	New	+$12K	﹤0.01%	240

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

Princeton Capital Management's HSBC Position: Q3 2018 in Review

Princeton Capital Management sold out of HSBC (HSBC) in Q3 2018, closing a stake of 249 shares — an estimated $11K sold.

Princeton Capital Management first reported a position in HSBC in Q1 2018 and held it in 2 quarters. The position peaked at $11K in Q2 2018. 414 funds tracked by Wall St. Rank hold HSBC as of Q3 2018.

Princeton Capital Management reported no remaining HSBC position as of Q3 2018 after selling out during the quarter.
Princeton Capital Management sold 249 HSBC shares in Q3 2018, an estimated $11K.
Princeton Capital Management first reported a position in HSBC in Q1 2018 and held it in 2 quarters.
Princeton Capital Management's HSBC position peaked at $11K in Q2 2018.
414 funds tracked by Wall St. Rank held HSBC as of Q3 2018.

Based on Princeton Capital Management's 13F filing for Q3 2018, filed 7 Nov 2018.