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
2016 Q2	–	Sell	-22	Closed	-$1K	–	883
2016 Q1	$1K	Buy	+22	New	+$651	﹤0.01%	1124

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.