Squar Milner Financial Services’s HSBC HSBC Stock Holding History

Squar Milner Financial Services’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	–	Sell	-140	Closed	-$6K	–	429
2019 Q2	$6K	Sell	140 -2	-1%	-$84	﹤0.01%	571
2019 Q1	$5K	Sell	142 -3	-2%	-$121	﹤0.01%	659
2018 Q4	$6K	Sell	145 -2	-1%	-$80	0.01%	534
2018 Q3	$6K	Sell	147 -2	-1%	-$87	0.01%	575
2018 Q2	$7K	Buy	+149	New	+$6.83K	0.01%	647

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Squar Milner Financial Services's HSBC Position: Q3 2019 in Review

Squar Milner Financial Services sold out of HSBC (HSBC) in Q3 2019, closing a stake of 140 shares — an estimated $6K sold.

Squar Milner Financial Services first reported a position in HSBC in Q2 2018 and held it in 5 quarters. The position peaked at $7K in Q2 2018. 386 funds tracked by Wall St. Rank hold HSBC as of Q3 2019.

Squar Milner Financial Services reported no remaining HSBC position as of Q3 2019 after selling out during the quarter.
Squar Milner Financial Services sold 140 HSBC shares in Q3 2019, an estimated $6K.
Squar Milner Financial Services first reported a position in HSBC in Q2 2018 and held it in 5 quarters.
Squar Milner Financial Services's HSBC position peaked at $7K in Q2 2018.
386 funds tracked by Wall St. Rank held HSBC as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.