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River Wealth Advisors’s HSBC HSBC Stock Holding History

River Wealth 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
2018
Q4 		– Sell
-382
Closed -$16K – 563
2018
Q3 		$16K Sell
382
-4
-1% -$173 0.01% 400
2018
Q2 		$17K Buy
+386
New +$17.7K 0.01% 382

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

River Wealth Advisors's HSBC Position: Q4 2018 in Review

River Wealth Advisors sold out of HSBC (HSBC) in Q4 2018, closing a stake of 382 shares — an estimated $16K sold.

River Wealth Advisors first reported a position in HSBC in Q2 2018 and held it in 2 quarters. The position peaked at $17K in Q2 2018. 425 funds tracked by Wall St. Rank hold HSBC as of Q4 2018.

  • River Wealth Advisors reported no remaining HSBC position as of Q4 2018 after selling out during the quarter.
  • River Wealth Advisors sold 382 HSBC shares in Q4 2018, an estimated $16K.
  • River Wealth Advisors first reported a position in HSBC in Q2 2018 and held it in 2 quarters.
  • River Wealth Advisors's HSBC position peaked at $17K in Q2 2018.
  • 425 funds tracked by Wall St. Rank held HSBC as of Q4 2018.

Based on River Wealth Advisors's 13F filing for Q4 2018, filed 25 Jan 2019.