RJT
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Raymond James Trust’s HSBC HSBC Stock Holding History

Raymond James Trust’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
-7,528
Closed -$294K – 876
2019
Q4 		$294K Sell
7,528
-1,387
-16% -$52.6K 0.01% 700
2019
Q3 		$341K Buy
8,915
+1,553
+21% +$60.2K 0.02% 599
2019
Q2 		$307K Sell
7,362
-813
-10% -$34.1K 0.02% 620
2019
Q1 		$327K Sell
8,175
-504
-6% -$20.3K 0.02% 573
2018
Q4 		$344K Sell
8,679
-194
-2% -$7.77K 0.02% 508
2018
Q3 		$372K Buy
8,873
+1,399
+19% +$60.6K 0.02% 546
2018
Q2 		$332K Buy
7,474
+819
+12% +$37.6K 0.02% 562
2018
Q1 		$296K Buy
6,655
+4
+0.1% +$190 0.02% 528
2017
Q4 		$314K Buy
6,651
+46
+0.7% +$2.08K 0.02% 523
2017
Q3 		$298K Sell
6,605
-3,669
-36% -$162K 0.02% 536
2017
Q2 		$435K Buy
10,274
+338
+3% +$13.1K 0.03% 405
2017
Q1 		$367K Buy
9,936
+2,801
+39% +$105K 0.03% 444
2016
Q4 		$259K Buy
7,135
+1,028
+17% +$36.4K 0.02% 530
2016
Q3 		$207K Buy
+6,107
New +$192K 0.02% 601
2014
Q3 		– Sell
-5,330
Closed -$233K – 620
2014
Q2 		$233K Buy
+5,330
New +$238K 0.03% 504
2014
Q1 		– Sell
-4,778
Closed -$227K – 595
2013
Q4 		$227K Sell
4,778
-60
-1% -$2.84K 0.03% 486
2013
Q3 		$227K Buy
4,838
+244
+5% +$11.6K 0.03% 457
2013
Q2 		$206K Buy
+4,594
New +$215K 0.03% 450

Other funds holding HSBC

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Trust's HSBC Position: Q1 2020 in Review

Raymond James Trust sold out of HSBC (HSBC) in Q1 2020, closing a stake of 7,528 shares — an estimated $294K sold.

Raymond James Trust first reported a position in HSBC in Q2 2013 and held it in 18 quarters. The position peaked at $435K in Q2 2017. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

  • Raymond James Trust reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
  • Raymond James Trust sold 7,528 HSBC shares in Q1 2020, an estimated $294K.
  • Raymond James Trust first reported a position in HSBC in Q2 2013 and held it in 18 quarters.
  • Raymond James Trust's HSBC position peaked at $435K in Q2 2017.
  • 340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on Raymond James Trust's 13F filing for Q1 2020, filed 17 Apr 2020.