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Proficio Capital Partners’s HSBC HSBC Stock Holding History

Proficio Capital Partners’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
2019
Q3 		– Sell
-1,986
Closed -$83K – 762
2019
Q2 		$83K Sell
1,986
-193
-9% -$8.09K 0.03% 246
2019
Q1 		$87K Sell
2,179
-3,980
-65% -$160K 0.03% 220
2018
Q4 		$244K Sell
6,159
-1,356
-18% -$54.3K 0.11% 96
2018
Q3 		$315K Buy
7,515
+235
+3% +$10.2K 0.1% 94
2018
Q2 		$323K Buy
7,280
+38
+0.5% +$1.74K 0.13% 98
2018
Q1 		$322K Buy
7,242
+114
+2% +$5.42K 0.09% 95
2017
Q4 		$336K Sell
7,128
-147
-2% -$6.65K 0.11% 98
2017
Q3 		$328K Buy
7,275
+154
+2% +$6.81K 0.13% 95
2017
Q2 		$327K Buy
7,121
+118
+2% +$4.58K 0.14% 106
2017
Q1 		$274K Buy
7,003
+2,037
+41% +$76.5K 0.12% 120
2016
Q4 		$180K Buy
4,966
+468
+10% +$16.6K 0.08% 141
2016
Q3 		$153K Buy
4,498
+7
+0.2% +$220 0.09% 148
2016
Q2 		$130K Buy
4,491
+2,958
+193% +$83.6K 0.08% 157
2016
Q1 		$43K Buy
1,533
+737
+93% +$21.8K 0.04% 233
2015
Q4 		$28K Buy
+796
New +$28.1K 0.03% 159

Other funds holding HSBC

Fisher Asset Management
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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Proficio Capital Partners's HSBC Position: Q3 2019 in Review

Proficio Capital Partners sold out of HSBC (HSBC) in Q3 2019, closing a stake of 1,986 shares — an estimated $83K sold.

Proficio Capital Partners first reported a position in HSBC in Q4 2015 and held it in 15 quarters. The position peaked at $336K in Q4 2017. 386 funds tracked by Wall St. Rank hold HSBC as of Q3 2019.

  • Proficio Capital Partners reported no remaining HSBC position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 1,986 HSBC shares in Q3 2019, an estimated $83K.
  • Proficio Capital Partners first reported a position in HSBC in Q4 2015 and held it in 15 quarters.
  • Proficio Capital Partners's HSBC position peaked at $336K in Q4 2017.
  • 386 funds tracked by Wall St. Rank held HSBC as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.