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Regal Investment Advisors’s HSBC HSBC Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-1,271
Closed -$42K – 538
2015
Q3 		$42K Buy
1,271
+1,220
+2,392% +$45.6K 0.01% 453
2015
Q2 		$2K Buy
51
+1
+2% +$42 ﹤0.01% 843
2015
Q1 		$2K Sell
50
-1
-2% -$39 ﹤0.01% 906
2014
Q4 		$2K Buy
51
+1
+2% +$43 ﹤0.01% 853
2014
Q3 		$2K Hold
50
– – ﹤0.01% 878
2014
Q2 		$2K Buy
50
+1
+2% +$45 ﹤0.01% 846
2014
Q1 		$2K Hold
49
– – ﹤0.01% 824
2013
Q4 		$2K Buy
49
+1
+2% +$47 ﹤0.01% 758
2013
Q3 		$2K Hold
48
– – ﹤0.01% 794
2013
Q2 		$2K Buy
+48
New +$2.25K ﹤0.01% 794

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Regal Investment Advisors's HSBC Position: Q4 2015 in Review

Regal Investment Advisors sold out of HSBC (HSBC) in Q4 2015, closing a stake of 1,271 shares — an estimated $42K sold.

Regal Investment Advisors first reported a position in HSBC in Q2 2013 and held it in 10 quarters. The position peaked at $42K in Q3 2015. 340 funds tracked by Wall St. Rank hold HSBC as of Q4 2015.

  • Regal Investment Advisors reported no remaining HSBC position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,271 HSBC shares in Q4 2015, an estimated $42K.
  • Regal Investment Advisors first reported a position in HSBC in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's HSBC position peaked at $42K in Q3 2015.
  • 340 funds tracked by Wall St. Rank held HSBC as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.