THWM
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Taylor Hoffman Wealth Management’s HSBC HSBC Stock Holding History

Taylor Hoffman Wealth Management’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
2019
Q1 		– Sell
-311
Closed -$12K – 421
2018
Q4 		$12K Sell
311
-4
-1% -$160 0.01% 271
2018
Q3 		$13K Sell
315
-3
-0.9% -$130 0.01% 269
2018
Q2 		$14K Sell
318
-4
-1% -$183 0.01% 246
2018
Q1 		$14K Sell
322
-6
-2% -$286 0.01% 256
2017
Q4 		$15K Buy
+328
New +$14.8K 0.01% 262

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Taylor Hoffman Wealth Management's HSBC Position: Q1 2019 in Review

Taylor Hoffman Wealth Management sold out of HSBC (HSBC) in Q1 2019, closing a stake of 311 shares — an estimated $12K sold.

Taylor Hoffman Wealth Management first reported a position in HSBC in Q4 2017 and held it in 5 quarters. The position peaked at $15K in Q4 2017. 433 funds tracked by Wall St. Rank hold HSBC as of Q1 2019.

  • Taylor Hoffman Wealth Management reported no remaining HSBC position as of Q1 2019 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 311 HSBC shares in Q1 2019, an estimated $12K.
  • Taylor Hoffman Wealth Management first reported a position in HSBC in Q4 2017 and held it in 5 quarters.
  • Taylor Hoffman Wealth Management's HSBC position peaked at $15K in Q4 2017.
  • 433 funds tracked by Wall St. Rank held HSBC as of Q1 2019.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.