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TCI Wealth Advisors’s HSBC HSBC Stock Holding History

TCI 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
2020
Q1 		– Sell
-91
Closed -$4K – 1595
2019
Q4 		$4K Buy
+91
New +$3.45K ﹤0.01% 919
2018
Q4 		– Sell
-22
Closed -$1K – 1521
2018
Q3 		$1K Sell
22
-46
-68% -$1.99K ﹤0.01% 1232
2018
Q2 		$3K Buy
+68
New +$3.12K ﹤0.01% 943
2014
Q4 		– Sell
-152
Closed -$7K – 907
2014
Q3 		$7K Sell
152
-222
-59% -$10.1K ﹤0.01% 499
2014
Q2 		$16K Hold
374
– – 0.01% 377
2014
Q1 		$16K Sell
374
-1,739
-82% -$78.9K 0.01% 348
2013
Q4 		$100K Buy
2,113
+1,739
+465% +$82.3K 0.06% 163
2013
Q3 		$0 Buy
+374
New +$17.7K ﹤0.01% 808

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TCI Wealth Advisors's HSBC Position: Q1 2020 in Review

TCI Wealth Advisors sold out of HSBC (HSBC) in Q1 2020, closing a stake of 91 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in HSBC in Q3 2013 and held it in 8 quarters. The position peaked at $100K in Q4 2013. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

  • TCI Wealth Advisors reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
  • TCI Wealth Advisors sold 91 HSBC shares in Q1 2020, an estimated $4K.
  • TCI Wealth Advisors first reported a position in HSBC in Q3 2013 and held it in 8 quarters.
  • TCI Wealth Advisors's HSBC position peaked at $100K in Q4 2013.
  • 340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on TCI Wealth Advisors's 13F filing for Q1 2020, filed 14 Apr 2020.