Reilly Financial Advisors’s HSBC HSBC Stock Holding History

Reilly Financial 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
2019 Q4	–	Sell	-13	Closed	–	–	899
2019 Q3	$0	Hold	13	–	–	﹤0.01%	933
2019 Q2	$1K	Hold	13	–	–	﹤0.01%	903
2019 Q1	$1K	Hold	13	–	–	﹤0.01%	926
2018 Q4	$1K	Sell	13 -1	-7%	-$40	﹤0.01%	898
2018 Q3	$1K	Sell	14 -466	-97%	-$20.2K	﹤0.01%	968
2018 Q2	$21K	Sell	480 -5	-1%	-$229	﹤0.01%	484
2018 Q1	$22K	Buy	485 +471	+3,364%	+$22.4K	﹤0.01%	464
2017 Q4	$1K	Hold	14	–	–	﹤0.01%	919
2017 Q3	$1K	Hold	14	–	–	﹤0.01%	948
2017 Q2	$1K	Hold	14	–	–	﹤0.01%	905
2017 Q1	$1K	Buy	+14	New	+$526	﹤0.01%	880
2015 Q4	–	Sell	-224	Closed	-$8K	–	1282
2015 Q3	$8K	Sell	224 -562	-72%	-$21K	﹤0.01%	842
2015 Q2	$31K	Buy	+786	New	+$32.7K	0.01%	550
2015 Q1	–	Sell	-279	Closed	-$2K	–	1326
2014 Q4	$2K	Hold	279	–	–	﹤0.01%	758
2014 Q3	$2K	Hold	279	–	–	﹤0.01%	766
2014 Q2	$2K	Hold	279	–	–	﹤0.01%	786
2014 Q1	$2K	Hold	279	–	–	﹤0.01%	761
2013 Q4	$3K	Hold	279	–	–	﹤0.01%	749
2013 Q3	$3K	Sell	279 -60	-18%	-$2.85K	﹤0.01%	666
2013 Q2	$6K	Buy	+339	New	+$15.9K	﹤0.01%	585

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

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PPA

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

SCCM

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

Reilly Financial Advisors's HSBC Position: Q4 2019 in Review

Reilly Financial Advisors sold out of HSBC (HSBC) in Q4 2019, closing a stake of 13 shares.

Reilly Financial Advisors first reported a position in HSBC in Q2 2013 and held it in 20 quarters. The position peaked at $31K in Q2 2015. 406 funds tracked by Wall St. Rank hold HSBC as of Q4 2019.

Reilly Financial Advisors reported no remaining HSBC position as of Q4 2019 after selling out during the quarter.
Reilly Financial Advisors sold 13 HSBC shares in Q4 2019.
Reilly Financial Advisors first reported a position in HSBC in Q2 2013 and held it in 20 quarters.
Reilly Financial Advisors's HSBC position peaked at $31K in Q2 2015.
406 funds tracked by Wall St. Rank held HSBC as of Q4 2019.

Based on Reilly Financial Advisors's 13F filing for Q4 2019, filed 16 Jan 2020.