PVG Asset Management’s HSBC HSBC Stock Holding History

PVG Asset 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	-5,839	Closed	-$275K	–	99
2017 Q4	$275K	Buy	+5,839	New	+$264K	0.13%	77

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

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

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

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

PPA

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

PVG Asset Management's HSBC Position: Q1 2018 in Review

PVG Asset Management sold out of HSBC (HSBC) in Q1 2018, closing a stake of 5,839 shares — an estimated $275K sold.

PVG Asset Management first reported a position in HSBC in Q4 2017 and held it in 1 quarter. The position peaked at $275K in Q4 2017. 434 funds tracked by Wall St. Rank hold HSBC as of Q1 2018.

PVG Asset Management reported no remaining HSBC position as of Q1 2018 after selling out during the quarter.
PVG Asset Management sold 5,839 HSBC shares in Q1 2018, an estimated $275K.
PVG Asset Management first reported a position in HSBC in Q4 2017 and held it in 1 quarter.
PVG Asset Management's HSBC position peaked at $275K in Q4 2017.
434 funds tracked by Wall St. Rank held HSBC as of Q1 2018.

Based on PVG Asset Management's 13F filing for Q1 2018, filed 17 May 2018.