Rowland Carmichael Advisors’s HSBC HSBC Stock Holding History

Rowland Carmichael 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 Q1	–	Sell	-4,346	Closed	-$205K	–	318
2017 Q4	$205K	Buy	+4,346	New	+$196K	0.11%	244
2017 Q2	–	Sell	-6,884	Closed	-$254K	–	296
2017 Q1	$254K	Buy	6,884 +436	+7%	+$16.4K	0.15%	176
2016 Q4	$234K	Buy	+6,448	New	+$229K	0.14%	202

Other funds holding HSBC

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

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

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

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

SCCM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

PPA

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

Rowland Carmichael Advisors's HSBC Position: Q1 2018 in Review

Rowland Carmichael Advisors sold out of HSBC (HSBC) in Q1 2018, closing a stake of 4,346 shares — an estimated $205K sold.

Rowland Carmichael Advisors first reported a position in HSBC in Q4 2016 and held it in 3 quarters. The position peaked at $254K in Q1 2017. 434 funds tracked by Wall St. Rank hold HSBC as of Q1 2018.

Rowland Carmichael Advisors reported no remaining HSBC position as of Q1 2018 after selling out during the quarter.
Rowland Carmichael Advisors sold 4,346 HSBC shares in Q1 2018, an estimated $205K.
Rowland Carmichael Advisors first reported a position in HSBC in Q4 2016 and held it in 3 quarters.
Rowland Carmichael Advisors's HSBC position peaked at $254K in Q1 2017.
434 funds tracked by Wall St. Rank held HSBC as of Q1 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2018, filed 10 Feb 2020.