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South Texas Money Management’s HSBC HSBC Stock Holding History

South Texas Money 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
2019
Q3 		$333K Buy
+8,702
New +$337K 0.01% 278
2013
Q3 		– Sell
-444,282
Closed -$19.9M – 161
2013
Q2 		$19.9M Buy
+444,282
New +$20.8M 1.62% 29

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

South Texas Money Management's HSBC Position: Q3 2019 in Review

South Texas Money Management opened a new position in HSBC (HSBC) in Q3 2019: 8,702 shares worth $333K. The stake represents 0.01% of the portfolio and ranks #278 among its holdings. This is a return to the name: South Texas Money Management previously reported a position in HSBC as recently as Q2 2013.

South Texas Money Management first reported a position in HSBC in Q2 2013 and has held it in 2 quarters since. The position peaked at $19.9M in Q2 2013. 386 funds tracked by Wall St. Rank hold HSBC as of Q3 2019.

  • South Texas Money Management held 8,702 shares of HSBC worth $333K as of Q3 2019.
  • HSBC was a new South Texas Money Management position in Q3 2019.
  • HSBC made up 0.01% of South Texas Money Management's portfolio in Q3 2019, its #278 holding.
  • South Texas Money Management first reported a position in HSBC in Q2 2013 and has held it in 2 quarters since.
  • South Texas Money Management's HSBC position peaked at $19.9M in Q2 2013.
  • 386 funds tracked by Wall St. Rank held HSBC as of Q3 2019.

Based on South Texas Money Management's 13F filing for Q3 2019, filed 13 Nov 2019.