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Schnieders Capital Management’s HSBC HSBC Stock Holding History

Schnieders 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
2019
Q3 		– Sell
-6,205
Closed -$259K – 163
2019
Q2 		$259K Sell
6,205
-1,389
-18% -$58.2K 0.1% 135
2019
Q1 		$304K Sell
7,594
-294
-4% -$11.8K 0.13% 113
2018
Q4 		$312K Sell
7,888
-515
-6% -$20.6K 0.15% 103
2018
Q3 		$352K Sell
8,403
-1,340
-14% -$58.1K 0.14% 107
2018
Q2 		$433K Sell
9,743
-420
-4% -$19.3K 0.18% 100
2018
Q1 		$452K Buy
10,163
+4,986
+96% +$237K 0.19% 101
2017
Q4 		$244K Buy
+5,177
New +$234K 0.1% 138

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Schnieders Capital Management's HSBC Position: Q3 2019 in Review

Schnieders Capital Management sold out of HSBC (HSBC) in Q3 2019, closing a stake of 6,205 shares — an estimated $259K sold.

Schnieders Capital Management first reported a position in HSBC in Q4 2017 and held it in 7 quarters. The position peaked at $452K in Q1 2018. 386 funds tracked by Wall St. Rank hold HSBC as of Q3 2019.

  • Schnieders Capital Management reported no remaining HSBC position as of Q3 2019 after selling out during the quarter.
  • Schnieders Capital Management sold 6,205 HSBC shares in Q3 2019, an estimated $259K.
  • Schnieders Capital Management first reported a position in HSBC in Q4 2017 and held it in 7 quarters.
  • Schnieders Capital Management's HSBC position peaked at $452K in Q1 2018.
  • 386 funds tracked by Wall St. Rank held HSBC as of Q3 2019.

Based on Schnieders Capital Management's 13F filing for Q3 2019, filed 7 Nov 2019.