Raab & Moskowitz Asset Management’s HSBC HSBC Stock Holding History

Raab & Moskowitz 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
2020 Q1	–	Sell	-115	Closed	-$4K	–	302
2019 Q4	$4K	Buy	+115	New	+$4.36K	﹤0.01%	469
2018 Q4	–	Sell	-108	Closed	-$4K	–	309
2018 Q3	$4K	Buy	+108	New	+$4.68K	﹤0.01%	473
2015 Q1	–	Sell	-8,969	Closed	-$365K	–	228
2014 Q4	$365K	Sell	8,969 -598	-6%	-$25.5K	0.21%	94
2014 Q3	$419K	Buy	+9,567	New	+$436K	0.2%	109

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

PPA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raab & Moskowitz Asset Management's HSBC Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of HSBC (HSBC) in Q1 2020, closing a stake of 115 shares — an estimated $4K sold.

Raab & Moskowitz Asset Management first reported a position in HSBC in Q3 2014 and held it in 4 quarters. The position peaked at $419K in Q3 2014. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 115 HSBC shares in Q1 2020, an estimated $4K.
Raab & Moskowitz Asset Management first reported a position in HSBC in Q3 2014 and held it in 4 quarters.
Raab & Moskowitz Asset Management's HSBC position peaked at $419K in Q3 2014.
340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.