R&F Capital Advisors’s HSBC HSBC Stock Holding History

R&F Capital Advisors’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
2017 Q1	–	Sell	-8,897	Closed	-$323K	–	747
2016 Q4	$323K	Buy	+8,897	New	+$315K	0.11%	283

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SCCM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MICM

Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

R&F Capital Advisors's HSBC Position: Q1 2017 in Review

R&F Capital Advisors sold out of HSBC (HSBC) in Q1 2017, closing a stake of 8,897 shares — an estimated $323K sold.

R&F Capital Advisors first reported a position in HSBC in Q4 2016 and held it in 1 quarter. The position peaked at $323K in Q4 2016. 351 funds tracked by Wall St. Rank hold HSBC as of Q1 2017.

R&F Capital Advisors reported no remaining HSBC position as of Q1 2017 after selling out during the quarter.
R&F Capital Advisors sold 8,897 HSBC shares in Q1 2017, an estimated $323K.
R&F Capital Advisors first reported a position in HSBC in Q4 2016 and held it in 1 quarter.
R&F Capital Advisors's HSBC position peaked at $323K in Q4 2016.
351 funds tracked by Wall St. Rank held HSBC as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.