TWMP
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Taylor Wealth Management Partners’s HSBC HSBC Stock Holding History

Taylor Wealth Management 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
2015
Q2 		– Sell
-109
Closed -$4K – 195
2015
Q1 		$4K Buy
+109
New +$4.25K ﹤0.01% 161

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MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Taylor Wealth Management Partners's HSBC Position: Q2 2015 in Review

Taylor Wealth Management Partners sold out of HSBC (HSBC) in Q2 2015, closing a stake of 109 shares — an estimated $4K sold.

Taylor Wealth Management Partners first reported a position in HSBC in Q1 2015 and held it in 1 quarter. The position peaked at $4K in Q1 2015. 349 funds tracked by Wall St. Rank hold HSBC as of Q2 2015.

  • Taylor Wealth Management Partners reported no remaining HSBC position as of Q2 2015 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 109 HSBC shares in Q2 2015, an estimated $4K.
  • Taylor Wealth Management Partners first reported a position in HSBC in Q1 2015 and held it in 1 quarter.
  • Taylor Wealth Management Partners's HSBC position peaked at $4K in Q1 2015.
  • 349 funds tracked by Wall St. Rank held HSBC as of Q2 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2015, filed 6 Nov 2015.