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Summit Financial Wealth Advisors’s HSBC HSBC Stock Holding History

Summit Financial Wealth 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
2016
Q2 		– Sell
-45,336
Closed -$1.08M – 149
2016
Q1 		$1.08M Sell
45,336
-8
-0% -$237 0.47% 51
2015
Q4 		$1.05M Buy
+45,344
New +$1.6M 0.48% 52

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

Summit Financial Wealth Advisors's HSBC Position: Q2 2016 in Review

Summit Financial Wealth Advisors sold out of HSBC (HSBC) in Q2 2016, closing a stake of 45,336 shares — an estimated $1.08M sold.

Summit Financial Wealth Advisors first reported a position in HSBC in Q4 2015 and held it in 2 quarters. The position peaked at $1.08M in Q1 2016. 310 funds tracked by Wall St. Rank hold HSBC as of Q2 2016.

  • Summit Financial Wealth Advisors reported no remaining HSBC position as of Q2 2016 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 45,336 HSBC shares in Q2 2016, an estimated $1.08M.
  • Summit Financial Wealth Advisors first reported a position in HSBC in Q4 2015 and held it in 2 quarters.
  • Summit Financial Wealth Advisors's HSBC position peaked at $1.08M in Q1 2016.
  • 310 funds tracked by Wall St. Rank held HSBC as of Q2 2016.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2016, filed 6 Jul 2016.