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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 		$4.82M Sell
106,706
-35,240
-25% -$1.56M 0.08% 296
2017
Q2 		$6.02M Sell
141,946
-26,539
-16% -$1.03M 0.12% 184
2017
Q1 		$6.21M Buy
168,485
+110,700
+192% +$4.16M 0.21% 67
2016
Q4 		$2.1M Buy
57,785
+443
+0.8% +$15.7K 0.05% 547
2016
Q3 		$1.95M Buy
57,342
+11,886
+26% +$373K 0.04% 674
2016
Q2 		$1.27M Buy
+45,456
New +$1.29M 0.02% 968
2016
Q1 		– Sell
-337
Closed -$12K – 3656
2015
Q4 		$12K Sell
337
-10,999
-97% -$388K ﹤0.01% 3311
2015
Q3 		$383K Sell
11,336
-2,469
-18% -$92.3K ﹤0.01% 2235
2015
Q2 		$551K Sell
13,805
-16,591
-55% -$691K 0.01% 2048
2015
Q1 		$1.14M Sell
30,396
-118,388
-80% -$4.61M 0.01% 1494
2014
Q4 		$6.05M Sell
148,784
-71,839
-33% -$3.06M 0.04% 693
2014
Q3 		$9.67M Sell
220,623
-3,714
-2% -$169K 0.05% 551
2014
Q2 		$9.82M Buy
224,337
+26,809
+14% +$1.19M 0.05% 549
2014
Q1 		$8.65M Buy
197,528
+56,984
+41% +$2.59M 0.05% 526
2013
Q4 		$6.68M Buy
140,544
+41,432
+42% +$1.96M 0.04% 674
2013
Q3 		$4.63M Buy
99,112
+56,635
+133% +$2.69M 0.03% 771
2013
Q2 		$1.9M Buy
+42,477
New +$1.99M 0.01% 1425

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.