Santori & Peters Inc’s HSBC HSBC Stock Holding History

Santori & Peters Inc’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	-317	Closed	-$14K	–	266
2017 Q4	$14K	Buy	+317	New	+$14.3K	0.01%	253

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

Santori & Peters Inc's HSBC Position: Q1 2018 in Review

Santori & Peters Inc sold out of HSBC (HSBC) in Q1 2018, closing a stake of 317 shares — an estimated $14K sold.

Santori & Peters Inc first reported a position in HSBC in Q4 2017 and held it in 1 quarter. The position peaked at $14K in Q4 2017. 434 funds tracked by Wall St. Rank hold HSBC as of Q1 2018.

Santori & Peters Inc reported no remaining HSBC position as of Q1 2018 after selling out during the quarter.
Santori & Peters Inc sold 317 HSBC shares in Q1 2018, an estimated $14K.
Santori & Peters Inc first reported a position in HSBC in Q4 2017 and held it in 1 quarter.
Santori & Peters Inc's HSBC position peaked at $14K in Q4 2017.
434 funds tracked by Wall St. Rank held HSBC as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.