Shelton Capital Management’s HSBC HSBC Stock Holding History

Shelton 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
2018 Q3	–	Sell	-5,736	Closed	-$255K	–	929
2018 Q2	$255K	Sell	5,736 -58	-1%	-$2.66K	0.02%	662
2018 Q1	$258K	Buy	+5,794	New	+$276K	0.02%	633
2015 Q1	–	Sell	-11,003	Closed	-$448K	–	808
2014 Q4	$448K	Sell	11,003 -2,667	-20%	-$114K	0.05%	407
2014 Q3	$599K	Hold	13,670	–	–	0.08%	277
2014 Q2	$598K	Hold	13,670	–	–	0.08%	290
2014 Q1	$599K	Hold	13,670	–	–	0.09%	264
2013 Q4	$649K	Buy	13,670 +248	+2%	+$11.7K	0.1%	220
2013 Q3	$628K	Hold	13,422	–	–	0.11%	209
2013 Q2	$600K	Buy	+13,422	New	+$628K	0.11%	196

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Shelton Capital Management's HSBC Position: Q3 2018 in Review

Shelton Capital Management sold out of HSBC (HSBC) in Q3 2018, closing a stake of 5,736 shares — an estimated $255K sold.

Shelton Capital Management first reported a position in HSBC in Q2 2013 and held it in 9 quarters. The position peaked at $649K in Q4 2013. 414 funds tracked by Wall St. Rank hold HSBC as of Q3 2018.

Shelton Capital Management reported no remaining HSBC position as of Q3 2018 after selling out during the quarter.
Shelton Capital Management sold 5,736 HSBC shares in Q3 2018, an estimated $255K.
Shelton Capital Management first reported a position in HSBC in Q2 2013 and held it in 9 quarters.
Shelton Capital Management's HSBC position peaked at $649K in Q4 2013.
414 funds tracked by Wall St. Rank held HSBC as of Q3 2018.

Based on Shelton Capital Management's 13F filing for Q3 2018, filed 14 Nov 2018.