RCM
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Riverhead Capital Management’s HSBC HSBC Stock Holding History

Riverhead Capital Management’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
-12,049
Closed -$505K – 1518
2018
Q3 		$505K Sell
12,049
-134
-1% -$5.81K 0.02% 749
2018
Q2 		$541K Sell
12,183
-123
-1% -$5.64K 0.02% 657
2018
Q1 		$547K Sell
12,306
-257
-2% -$12.2K 0.02% 620
2017
Q4 		$593K Hold
12,563
– – 0.03% 593
2017
Q3 		$567K Hold
12,563
– – 0.03% 563
2017
Q2 		$532K Sell
12,563
-144
-1% -$5.59K 0.03% 560
2017
Q1 		$469K Hold
12,707
– – 0.03% 551
2016
Q4 		$461K Hold
12,707
– – 0.03% 522
2016
Q3 		$432K Buy
12,707
+10,151
+397% +$319K 0.03% 501
2016
Q2 		$112K Sell
2,556
-59,370
-96% -$1.68M ﹤0.01% 1131
2016
Q1 		$1.72M Sell
61,926
-20,641
-25% -$610K 0.02% 560
2015
Q4 		$2.9M Buy
82,567
+1,039
+1% +$36.7K 0.04% 437
2015
Q3 		$2.75M Buy
81,528
+927
+1% +$34.7K 0.04% 407
2015
Q2 		$3.22M Hold
80,601
– – 0.05% 402
2015
Q1 		$3.03M Sell
80,601
-1,874
-2% -$73K 0.05% 414
2014
Q4 		$3.36M Buy
82,475
+806
+1% +$34.4K 0.05% 373
2014
Q3 		$3.58M Buy
81,669
+778
+1% +$35.4K 0.06% 346
2014
Q2 		$3.54M Hold
80,891
– – 0.07% 331
2014
Q1 		$3.54M Buy
+80,891
New +$3.67M 0.08% 298

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

Riverhead Capital Management's HSBC Position: Q4 2018 in Review

Riverhead Capital Management sold out of HSBC (HSBC) in Q4 2018, closing a stake of 12,049 shares — an estimated $505K sold.

Riverhead Capital Management first reported a position in HSBC in Q1 2014 and held it in 19 quarters. The position peaked at $3.58M in Q3 2014. 425 funds tracked by Wall St. Rank hold HSBC as of Q4 2018.

  • Riverhead Capital Management reported no remaining HSBC position as of Q4 2018 after selling out during the quarter.
  • Riverhead Capital Management sold 12,049 HSBC shares in Q4 2018, an estimated $505K.
  • Riverhead Capital Management first reported a position in HSBC in Q1 2014 and held it in 19 quarters.
  • Riverhead Capital Management's HSBC position peaked at $3.58M in Q3 2014.
  • 425 funds tracked by Wall St. Rank held HSBC as of Q4 2018.

Based on Riverhead Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.