RPg Family Wealth Advisory’s HSBC HSBC Stock Holding History

RPg Family Wealth Advisory’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	-293	Closed	-$12.3K	–	240
2018 Q3	$12.3K	Buy	+293	New	+$12.7K	0.01%	229
2018 Q2	–	Sell	-1,340	Closed	-$59.6K	–	264
2018 Q1	$59.6K	Sell	1,340 -171	-11%	-$8.14K	0.05%	100
2017 Q4	$71.3K	Buy	1,511 +218	+17%	+$9.86K	0.06%	91
2017 Q3	$58.4K	Buy	1,293 +227	+21%	+$10K	0.05%	127
2017 Q2	$45.2K	Sell	1,066 -234	-18%	-$9.08K	0.04%	165
2017 Q1	$47.9K	Buy	1,300 +134	+11%	+$5.03K	0.04%	126
2016 Q4	$42.3K	Hold	1,166	–	–	0.04%	133
2016 Q3	$39.6K	Buy	1,166 +209	+22%	+$6.56K	0.03%	135
2016 Q2	$26.7K	Sell	957 -72	-7%	-$2.04K	0.01%	171
2016 Q1	$28.5K	Buy	1,029 +187	+22%	+$5.53K	0.02%	158
2015 Q4	$29.6K	Buy	+842	New	+$29.7K	0.03%	124

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 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

RPg Family Wealth Advisory's HSBC Position: Q4 2018 in Review

RPg Family Wealth Advisory sold out of HSBC (HSBC) in Q4 2018, closing a stake of 293 shares — an estimated $12.3K sold.

RPg Family Wealth Advisory first reported a position in HSBC in Q4 2015 and held it in 11 quarters. The position peaked at $71.3K in Q4 2017. 425 funds tracked by Wall St. Rank hold HSBC as of Q4 2018.

RPg Family Wealth Advisory reported no remaining HSBC position as of Q4 2018 after selling out during the quarter.
RPg Family Wealth Advisory sold 293 HSBC shares in Q4 2018, an estimated $12.3K.
RPg Family Wealth Advisory first reported a position in HSBC in Q4 2015 and held it in 11 quarters.
RPg Family Wealth Advisory's HSBC position peaked at $71.3K in Q4 2017.
425 funds tracked by Wall St. Rank held HSBC as of Q4 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2018, filed 14 Feb 2019.