SMC
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Smith, Moore & Co’s HSBC HSBC Stock Holding History

Smith, Moore & Co’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
Q4 		– Sell
-6,307
Closed -$241K – 324
2019
Q3 		$241K Sell
6,307
-211
-3% -$8.18K 0.05% 278
2019
Q2 		$272K Buy
6,518
+572
+10% +$24K 0.06% 267
2019
Q1 		$238K Sell
5,946
-110
-2% -$4.43K 0.06% 278
2018
Q4 		$240K Sell
6,056
-73
-1% -$2.92K 0.07% 268
2018
Q3 		$257K Sell
6,129
-68
-1% -$2.95K 0.06% 281
2018
Q2 		$275K Buy
6,197
+124
+2% +$5.69K 0.07% 259
2018
Q1 		$270K Sell
6,073
-127
-2% -$6.04K 0.07% 244
2017
Q4 		$293K Sell
6,200
-242
-4% -$10.9K 0.08% 225
2017
Q3 		$291K Sell
6,442
-311
-5% -$13.8K 0.08% 225
2017
Q2 		$286K Sell
6,753
-77
-1% -$2.99K 0.1% 192
2017
Q1 		$252K Sell
6,830
-48
-0.7% -$1.8K 0.09% 201
2016
Q4 		$250K Sell
6,878
-110
-2% -$3.9K 0.1% 193
2016
Q3 		$237K Buy
+6,988
New +$219K 0.1% 187

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Smith, Moore & Co's HSBC Position: Q4 2019 in Review

Smith, Moore & Co sold out of HSBC (HSBC) in Q4 2019, closing a stake of 6,307 shares — an estimated $241K sold.

Smith, Moore & Co first reported a position in HSBC in Q3 2016 and held it in 13 quarters. The position peaked at $293K in Q4 2017. 406 funds tracked by Wall St. Rank hold HSBC as of Q4 2019.

  • Smith, Moore & Co reported no remaining HSBC position as of Q4 2019 after selling out during the quarter.
  • Smith, Moore & Co sold 6,307 HSBC shares in Q4 2019, an estimated $241K.
  • Smith, Moore & Co first reported a position in HSBC in Q3 2016 and held it in 13 quarters.
  • Smith, Moore & Co's HSBC position peaked at $293K in Q4 2017.
  • 406 funds tracked by Wall St. Rank held HSBC as of Q4 2019.

Based on Smith, Moore & Co's 13F filing for Q4 2019, filed 7 Feb 2020.