Regal Wealth Group’s HSBC HSBC Stock Holding History

Regal Wealth Group’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
2016 Q3	–	Sell	-158	Closed	-$4K	–	202
2016 Q2	$4K	Buy	+158	New	+$4.47K	﹤0.01%	158

Other funds holding HSBC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

SCCM

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

MICM

Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

Regal Wealth Group's HSBC Position: Q3 2016 in Review

Regal Wealth Group sold out of HSBC (HSBC) in Q3 2016, closing a stake of 158 shares — an estimated $4K sold.

Regal Wealth Group first reported a position in HSBC in Q2 2016 and held it in 1 quarter. The position peaked at $4K in Q2 2016. 304 funds tracked by Wall St. Rank hold HSBC as of Q3 2016.

Regal Wealth Group reported no remaining HSBC position as of Q3 2016 after selling out during the quarter.
Regal Wealth Group sold 158 HSBC shares in Q3 2016, an estimated $4K.
Regal Wealth Group first reported a position in HSBC in Q2 2016 and held it in 1 quarter.
Regal Wealth Group's HSBC position peaked at $4K in Q2 2016.
304 funds tracked by Wall St. Rank held HSBC as of Q3 2016.

Based on Regal Wealth Group's 13F filing for Q3 2016, filed 18 Aug 2017.