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Spot Trading’s HSBC HSBC Stock Holding History

Spot Trading’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
2017
Q3 		– Sell
-35,329
Closed -$1.56M – 3211
2017
Q2 		$1.5M Sell
35,329
-28,944
-45% -$1.12M 0.03% 830
2017
Q1 		$2.37M Buy
64,273
+62,877
+4,504% +$2.36M 0.08% 284
2016
Q4 		$51K Sell
1,396
-17,156
-92% -$608K ﹤0.01% 2393
2016
Q3 		$630K Sell
18,552
-18,777
-50% -$589K 0.01% 1391
2016
Q2 		$1.04M Buy
+37,329
New +$1.06M 0.02% 1099
2015
Q3 		– Sell
-654
Closed -$24.4K – 4059
2015
Q2 		$26K Sell
654
-16,721
-96% -$696K ﹤0.01% 3413
2015
Q1 		$652K Sell
17,375
-81,078
-82% -$3.16M 0.01% 1907
2014
Q4 		$4.01M Buy
98,453
+25,419
+35% +$1.08M 0.03% 939
2014
Q3 		$3.2M Buy
73,034
+4,830
+7% +$220K 0.02% 1215
2014
Q2 		$2.98M Buy
68,204
+11,813
+21% +$526K 0.01% 1320
2014
Q1 		$2.47M Buy
56,391
+56,037
+15,830% +$2.54M 0.01% 1334
2013
Q4 		$17K Sell
354
-4,655
-93% -$220K ﹤0.01% 3697
2013
Q3 		$234K Sell
5,009
-803
-14% -$38.1K ﹤0.01% 2906
2013
Q2 		$260K Buy
+5,812
New +$272K ﹤0.01% 2869

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
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 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
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Spot Trading's HSBC Position: Q3 2017 in Review

Spot Trading sold out of HSBC (HSBC) in Q3 2017, closing a stake of 35,329 shares — an estimated $1.56M sold.

Spot Trading first reported a position in HSBC in Q2 2013 and held it in 14 quarters. The position peaked at $4.01M in Q4 2014. 387 funds tracked by Wall St. Rank hold HSBC as of Q3 2017.

  • Spot Trading reported no remaining HSBC position as of Q3 2017 after selling out during the quarter.
  • Spot Trading sold 35,329 HSBC shares in Q3 2017, an estimated $1.56M.
  • Spot Trading first reported a position in HSBC in Q2 2013 and held it in 14 quarters.
  • Spot Trading's HSBC position peaked at $4.01M in Q4 2014.
  • 387 funds tracked by Wall St. Rank held HSBC as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.