SWS Partners’s HSBC HSBC Stock Holding History

SWS Partners’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 Q2	–	Sell	-1,730	Closed	-$76K	–	194
2018 Q1	$76K	Buy	1,730 +683	+65%	+$32.5K	0.06%	109
2017 Q4	$49K	Buy	+1,047	New	+$47.3K	0.04%	142

Other funds holding HSBC

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

SWS Partners's HSBC Position: Q2 2018 in Review

SWS Partners sold out of HSBC (HSBC) in Q2 2018, closing a stake of 1,730 shares — an estimated $76K sold.

SWS Partners first reported a position in HSBC in Q4 2017 and held it in 2 quarters. The position peaked at $76K in Q1 2018. 425 funds tracked by Wall St. Rank hold HSBC as of Q2 2018.

SWS Partners reported no remaining HSBC position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 1,730 HSBC shares in Q2 2018, an estimated $76K.
SWS Partners first reported a position in HSBC in Q4 2017 and held it in 2 quarters.
SWS Partners's HSBC position peaked at $76K in Q1 2018.
425 funds tracked by Wall St. Rank held HSBC as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.