Shine Investment Advisory Services’s HSBC HSBC Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	–	Sell	-429	Closed	-$10K	–	734
2020 Q2	$10K	Sell	429 -153	-26%	-$3.8K	﹤0.01%	550
2020 Q1	$16K	Hold	582	–	–	0.01%	454
2019 Q4	$23K	Buy	582 +86	+17%	+$3.26K	0.01%	462
2019 Q3	$19K	Sell	496 -62	-11%	-$2.4K	0.01%	466
2019 Q2	$23K	Sell	558 -57	-9%	-$2.39K	0.01%	434
2019 Q1	$25K	Sell	615 -16	-3%	-$645	0.01%	436
2018 Q4	$25K	Sell	631 -7	-1%	-$280	0.01%	408
2018 Q3	$27K	Sell	638 -7	-1%	-$303	0.01%	407
2018 Q2	$29K	Sell	645 -7	-1%	-$321	0.01%	392
2018 Q1	$29K	Sell	652 -13	-2%	-$619	0.02%	399
2017 Q4	$31K	Sell	665 -60	-8%	-$2.71K	0.02%	383
2017 Q3	$33K	Buy	725 +60	+9%	+$2.65K	0.02%	372
2017 Q2	$28K	Buy	+665	New	+$25.8K	0.01%	382

Other funds holding HSBC

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Shine Investment Advisory Services's HSBC Position: Q3 2020 in Review

Shine Investment Advisory Services sold out of HSBC (HSBC) in Q3 2020, closing a stake of 429 shares — an estimated $10K sold.

Shine Investment Advisory Services first reported a position in HSBC in Q2 2017 and held it in 13 quarters. The position peaked at $33K in Q3 2017. 238 funds tracked by Wall St. Rank hold HSBC as of Q3 2020.

Shine Investment Advisory Services reported no remaining HSBC position as of Q3 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 429 HSBC shares in Q3 2020, an estimated $10K.
Shine Investment Advisory Services first reported a position in HSBC in Q2 2017 and held it in 13 quarters.
Shine Investment Advisory Services's HSBC position peaked at $33K in Q3 2017.
238 funds tracked by Wall St. Rank held HSBC as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.