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Strategic Financial Services’s HSBC HSBC Stock Holding History

Strategic 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
2018
Q4 		– Sell
-77,722
Closed -$3.26M – 137
2018
Q3 		$3.26M Sell
77,722
-3,888
-5% -$168K 0.49% 59
2018
Q2 		$3.63M Buy
81,610
+608
+0.8% +$27.9K 0.56% 52
2018
Q1 		$3.6M Sell
81,002
-2,267
-3% -$108K 0.59% 53
2017
Q4 		$3.93M Sell
83,269
-257
-0.3% -$11.6K 0.62% 48
2017
Q3 		$3.77M Sell
83,526
-80
-0.1% -$3.54K 0.62% 51
2017
Q2 		$3.54M Sell
83,606
-631
-0.7% -$24.5K 0.62% 52
2017
Q1 		$3.11M Buy
84,237
+1,013
+1% +$38.1K 0.56% 65
2016
Q4 		$3.02M Sell
83,224
-1,234
-1% -$43.7K 0.58% 62
2016
Q3 		$2.87M Sell
84,458
-820
-1% -$25.7K 0.57% 65
2016
Q2 		$2.49M Sell
85,278
-477
-0.6% -$13.5K 0.5% 75
2016
Q1 		$2.38M Buy
85,755
+9,518
+12% +$281K 0.55% 79
2015
Q4 		$2.68M Sell
76,237
-5,079
-6% -$179K 0.7% 66
2015
Q3 		$2.74M Buy
81,316
+2,357
+3% +$88.1K 0.76% 60
2015
Q2 		$3.15M Sell
78,959
-1,750
-2% -$72.9K 0.88% 48
2015
Q1 		$3.03M Sell
80,709
-2,155
-3% -$84K 0.78% 58
2014
Q4 		$3.37M Buy
82,864
+429
+0.5% +$18.3K 0.92% 46
2014
Q3 		$3.61M Buy
82,435
+911
+1% +$41.5K 1.01% 29
2014
Q2 		$3.57M Buy
81,524
+15,946
+24% +$711K 0.99% 27
2014
Q1 		$2.87M Buy
65,578
+3,790
+6% +$172K 0.84% 51
2013
Q4 		$2.94M Sell
61,788
-1,428
-2% -$67.6K 0.93% 35
2013
Q3 		$2.96M Sell
63,216
-1,108
-2% -$52.6K 1% 27
2013
Q2 		$2.88M Buy
+64,324
New +$3.01M 1.02% 28

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Strategic Financial Services's HSBC Position: Q4 2018 in Review

Strategic Financial Services sold out of HSBC (HSBC) in Q4 2018, closing a stake of 77,722 shares — an estimated $3.26M sold.

Strategic Financial Services first reported a position in HSBC in Q2 2013 and held it in 22 quarters. The position peaked at $3.93M in Q4 2017. 425 funds tracked by Wall St. Rank hold HSBC as of Q4 2018.

  • Strategic Financial Services reported no remaining HSBC position as of Q4 2018 after selling out during the quarter.
  • Strategic Financial Services sold 77,722 HSBC shares in Q4 2018, an estimated $3.26M.
  • Strategic Financial Services first reported a position in HSBC in Q2 2013 and held it in 22 quarters.
  • Strategic Financial Services's HSBC position peaked at $3.93M in Q4 2017.
  • 425 funds tracked by Wall St. Rank held HSBC as of Q4 2018.

Based on Strategic Financial Services's 13F filing for Q4 2018, filed 11 Feb 2019.