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Sigma Planning Corp’s HSBC HSBC Stock Holding History

Sigma Planning Corp’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
-4,868
Closed -$203K – 1027
2019
Q2 		$203K Sell
4,868
-8,189
-63% -$343K 0.01% 912
2019
Q1 		$524K Sell
13,057
-4,621
-26% -$186K 0.03% 500
2018
Q4 		$701K Buy
17,678
+1,727
+11% +$69.1K 0.05% 334
2018
Q3 		$669K Buy
+15,951
New +$691K 0.04% 390

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Northern Trust
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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

Sigma Planning Corp's HSBC Position: Q3 2019 in Review

Sigma Planning Corp sold out of HSBC (HSBC) in Q3 2019, closing a stake of 4,868 shares — an estimated $203K sold.

Sigma Planning Corp first reported a position in HSBC in Q3 2018 and held it in 4 quarters. The position peaked at $701K in Q4 2018. 386 funds tracked by Wall St. Rank hold HSBC as of Q3 2019.

  • Sigma Planning Corp reported no remaining HSBC position as of Q3 2019 after selling out during the quarter.
  • Sigma Planning Corp sold 4,868 HSBC shares in Q3 2019, an estimated $203K.
  • Sigma Planning Corp first reported a position in HSBC in Q3 2018 and held it in 4 quarters.
  • Sigma Planning Corp's HSBC position peaked at $701K in Q4 2018.
  • 386 funds tracked by Wall St. Rank held HSBC as of Q3 2019.

Based on Sigma Planning Corp's 13F filing for Q3 2019, filed 1 Nov 2019.