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Strategic Advisors’s HSBC HSBC Stock Holding History

Strategic 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
2020
Q1 		– Sell
-55,020
Closed -$2.15M – 155
2019
Q4 		$2.15M Sell
55,020
-4,860
-8% -$184K 0.75% 35
2019
Q3 		$2.29M Sell
59,880
-3,100
-5% -$120K 0.86% 29
2019
Q2 		$2.63M Buy
62,980
+161
+0.3% +$6.74K 1% 28
2019
Q1 		$2.52M Sell
62,819
-6,549
-9% -$264K 0.97% 26
2018
Q4 		$2.75M Sell
69,368
-3,985
-5% -$160K 1.2% 25
2018
Q3 		$3.07M Buy
73,353
+1,520
+2% +$65.9K 1.13% 26
2018
Q2 		$3.19M Sell
71,833
-81,512
-53% -$3.74M 1.28% 23
2018
Q1 		$5.22M Sell
153,345
-2,101
-1% -$100K 2.16% 13
2017
Q4 		$5.54M Buy
155,446
+3,284
+2% +$148K 2.26% 10
2017
Q3 		$5.3M Buy
152,162
+20,356
+15% +$900K 2.3% 8
2017
Q2 		$4.6M Buy
131,806
+1,366
+1% +$53K 2.1% 10
2017
Q1 		$4.15M Buy
130,440
+56,493
+76% +$2.12M 1.96% 11
2016
Q4 		$2.54M Buy
73,947
+14,169
+24% +$502K 1.34% 21
2016
Q3 		$2.03M Buy
+59,778
New +$1.88M 1.14% 27
2015
Q2 		– Sell
-75,682
Closed -$1.75M – 133
2015
Q1 		$1.75M Buy
+75,682
New +$2.95M 1.12% 30
2014
Q4 		– Sell
-78,603
Closed -$1.76M – 131
2014
Q3 		$1.76M Buy
78,603
+1,161
+1% +$52.9K 1.16% 26
2014
Q2 		$1.75M Sell
77,442
-5,107
-6% -$228K 1.12% 30
2014
Q1 		$1.85M Hold
82,549
– – 1.24% 26
2013
Q4 		$1.83M Buy
+82,549
New +$3.91M 1.24% 26

Other funds holding HSBC

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Advisors's HSBC Position: Q1 2020 in Review

Strategic Advisors sold out of HSBC (HSBC) in Q1 2020, closing a stake of 55,020 shares — an estimated $2.15M sold.

Strategic Advisors first reported a position in HSBC in Q4 2013 and held it in 19 quarters. The position peaked at $5.54M in Q4 2017. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

  • Strategic Advisors reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
  • Strategic Advisors sold 55,020 HSBC shares in Q1 2020, an estimated $2.15M.
  • Strategic Advisors first reported a position in HSBC in Q4 2013 and held it in 19 quarters.
  • Strategic Advisors's HSBC position peaked at $5.54M in Q4 2017.
  • 340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on Strategic Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.