RWA Wealth Partners’s HSBC HSBC Stock Holding History

RWA Wealth Partners’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
2019 Q1	–	Sell	-5,806	Closed	-$230K	–	234
2018 Q4	$230K	Sell	5,806 -385	-6%	-$15.4K	0.03%	200
2018 Q3	$259K	Sell	6,191 -69	-1%	-$2.99K	0.03%	193
2018 Q2	$278K	Buy	6,260 +624	+11%	+$28.6K	0.03%	197
2018 Q1	$251K	Sell	5,636 -117	-2%	-$5.57K	0.03%	175
2017 Q4	$271K	Hold	5,753	–	–	0.03%	200
2017 Q3	$260K	Buy	+5,753	New	+$254K	0.03%	205

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCCM

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

RWA Wealth Partners's HSBC Position: Q1 2019 in Review

RWA Wealth Partners sold out of HSBC (HSBC) in Q1 2019, closing a stake of 5,806 shares — an estimated $230K sold.

RWA Wealth Partners first reported a position in HSBC in Q3 2017 and held it in 6 quarters. The position peaked at $278K in Q2 2018. 433 funds tracked by Wall St. Rank hold HSBC as of Q1 2019.

RWA Wealth Partners reported no remaining HSBC position as of Q1 2019 after selling out during the quarter.
RWA Wealth Partners sold 5,806 HSBC shares in Q1 2019, an estimated $230K.
RWA Wealth Partners first reported a position in HSBC in Q3 2017 and held it in 6 quarters.
RWA Wealth Partners's HSBC position peaked at $278K in Q2 2018.
433 funds tracked by Wall St. Rank held HSBC as of Q1 2019.

Based on RWA Wealth Partners's 13F filing for Q1 2019, filed 7 May 2019.