SevenBridge Financial Group’s HSBC HSBC Stock Holding History

SevenBridge Financial Group’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	-645	Closed	-$27K	–	327
2019 Q2	$27K	Buy	+645	New	+$27K	0.01%	349

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

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

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

SevenBridge Financial Group's HSBC Position: Q3 2019 in Review

SevenBridge Financial Group sold out of HSBC (HSBC) in Q3 2019, closing a stake of 645 shares — an estimated $27K sold.

SevenBridge Financial Group first reported a position in HSBC in Q2 2019 and held it in 1 quarter. The position peaked at $27K in Q2 2019. 386 funds tracked by Wall St. Rank hold HSBC as of Q3 2019.

SevenBridge Financial Group reported no remaining HSBC position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 645 HSBC shares in Q3 2019, an estimated $27K.
SevenBridge Financial Group first reported a position in HSBC in Q2 2019 and held it in 1 quarter.
SevenBridge Financial Group's HSBC position peaked at $27K in Q2 2019.
386 funds tracked by Wall St. Rank held HSBC as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.