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Sound View Wealth Advisors’s HSBC HSBC Stock Holding History

Sound View Wealth Advisors’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
Q1 		$207K Sell
5,151
-1,717
-25% -$69.2K 0.06% 237
2018
Q4 		$272K Buy
+6,868
New +$275K 0.1% 184

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Sound View Wealth Advisors's HSBC Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its HSBC (HSBC) stake by 25% in Q1 2019, selling an estimated $69.2K and leaving 5,151 shares worth $207K. The position accounts for 0.06% of the portfolio, ranked #237.

Sound View Wealth Advisors first reported a position in HSBC in Q4 2018 and has held it in 2 quarters since. The position peaked at $272K in Q4 2018. 433 funds tracked by Wall St. Rank hold HSBC as of Q1 2019.

  • Sound View Wealth Advisors held 5,151 shares of HSBC worth $207K as of Q1 2019.
  • Sound View Wealth Advisors sold 1,717 HSBC shares in Q1 2019, an estimated $69.2K.
  • HSBC made up 0.06% of Sound View Wealth Advisors's portfolio in Q1 2019, its #237 holding.
  • Sound View Wealth Advisors first reported a position in HSBC in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's HSBC position peaked at $272K in Q4 2018.
  • 433 funds tracked by Wall St. Rank held HSBC as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.