ProVise Management Group’s HSBC HSBC Stock Holding History

ProVise Management 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
2019 Q1	–	Sell	-5,374	Closed	-$213K	–	309
2018 Q4	$213K	Buy	5,374 +512	+11%	+$20.5K	0.03%	267
2018 Q3	$204K	Sell	4,862 -54	-1%	-$2.34K	0.03%	304
2018 Q2	$218	Sell	4,916 -50	-1%	-$2.29K	0.02%	299
2018 Q1	$221K	Sell	4,966 -103	-2%	-$4.9K	0.03%	277
2017 Q4	$239K	Buy	5,069 +144	+3%	+$6.51K	0.03%	282
2017 Q3	$222K	Hold	4,925	–	–	0.03%	286
2017 Q2	$209K	Buy	+4,925	New	+$191K	0.03%	303

Other funds holding HSBC

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

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

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

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

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

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

PPA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCCM

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

ProVise Management Group's HSBC Position: Q1 2019 in Review

ProVise Management Group sold out of HSBC (HSBC) in Q1 2019, closing a stake of 5,374 shares — an estimated $213K sold.

ProVise Management Group first reported a position in HSBC in Q2 2017 and held it in 7 quarters. The position peaked at $239K in Q4 2017. 433 funds tracked by Wall St. Rank hold HSBC as of Q1 2019.

ProVise Management Group reported no remaining HSBC position as of Q1 2019 after selling out during the quarter.
ProVise Management Group sold 5,374 HSBC shares in Q1 2019, an estimated $213K.
ProVise Management Group first reported a position in HSBC in Q2 2017 and held it in 7 quarters.
ProVise Management Group's HSBC position peaked at $239K in Q4 2017.
433 funds tracked by Wall St. Rank held HSBC as of Q1 2019.

Based on ProVise Management Group's 13F filing for Q1 2019, filed 13 May 2019.