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Sunbelt Securities’s HSBC HSBC Stock Holding History

Sunbelt Securities’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
Q2 		– Sell
-21,607
Closed -$797K – 85
2017
Q1 		$797K Sell
21,607
-483
-2% -$18.1K 1.2% 18
2016
Q4 		$802K Buy
22,090
+44
+0.2% +$1.56K 1.22% 19
2016
Q3 		$749K Buy
22,046
+344
+2% +$10.8K 0.9% 22
2016
Q2 		$605K Buy
21,702
+2,619
+14% +$74.1K 0.79% 27
2016
Q1 		$529K Buy
19,083
+1,235
+7% +$36.5K 0.77% 28
2015
Q4 		$628K Buy
17,848
+1,001
+6% +$35.3K 0.88% 25
2015
Q3 		$569K Buy
16,847
+5,441
+48% +$203K 0.77% 27
2015
Q2 		$455K Sell
11,406
-4,484
-28% -$187K 0.63% 33
2015
Q1 		$597K Sell
15,890
-369
-2% -$14.4K 0.89% 22
2014
Q4 		$662K Buy
+16,259
New +$693K 0.87% 20

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Sunbelt Securities's HSBC Position: Q2 2017 in Review

Sunbelt Securities sold out of HSBC (HSBC) in Q2 2017, closing a stake of 21,607 shares — an estimated $797K sold.

Sunbelt Securities first reported a position in HSBC in Q4 2014 and held it in 10 quarters. The position peaked at $802K in Q4 2016. 364 funds tracked by Wall St. Rank hold HSBC as of Q2 2017.

  • Sunbelt Securities reported no remaining HSBC position as of Q2 2017 after selling out during the quarter.
  • Sunbelt Securities sold 21,607 HSBC shares in Q2 2017, an estimated $797K.
  • Sunbelt Securities first reported a position in HSBC in Q4 2014 and held it in 10 quarters.
  • Sunbelt Securities's HSBC position peaked at $802K in Q4 2016.
  • 364 funds tracked by Wall St. Rank held HSBC as of Q2 2017.

Based on Sunbelt Securities's 13F filing for Q2 2017, filed 15 Aug 2017.