TC
HSBC icon

Telemus Capital’s HSBC HSBC Stock Holding History

Telemus Capital’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
Q4 		– Sell
-5,647
Closed -$216K – 398
2019
Q3 		$216K Sell
5,647
-471
-8% -$18.3K 0.02% 360
2019
Q2 		$232K Buy
6,118
+390
+7% +$16.3K 0.02% 334
2019
Q1 		$230K Sell
5,728
-2,283
-28% -$92K 0.02% 382
2018
Q4 		$318K Sell
8,011
-899
-10% -$36K 0.03% 317
2018
Q3 		$373K Sell
8,910
-278
-3% -$12K 0.03% 331
2018
Q2 		$408K Buy
9,188
+83
+0.9% +$3.81K 0.03% 319
2018
Q1 		$405K Sell
9,105
-736
-7% -$35K 0.03% 313
2017
Q4 		$464K Buy
9,841
+95
+1% +$4.29K 0.04% 298
2017
Q3 		$440K Sell
9,746
-3,150
-24% -$139K 0.05% 220
2017
Q2 		$547K Sell
12,896
-5,476
-30% -$213K 0.06% 211
2017
Q1 		$677K Buy
18,372
+7,192
+64% +$270K 0.07% 186
2016
Q4 		$406K Buy
11,180
+1,195
+12% +$42.4K 0.06% 218
2016
Q3 		$339K Buy
9,985
+623
+7% +$19.6K 0.04% 259
2016
Q2 		$261K Buy
9,362
+1,812
+24% +$51.2K 0.03% 287
2016
Q1 		$209K Buy
+7,550
New +$223K 0.03% 296

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Telemus Capital's HSBC Position: Q4 2019 in Review

Telemus Capital sold out of HSBC (HSBC) in Q4 2019, closing a stake of 5,647 shares — an estimated $216K sold.

Telemus Capital first reported a position in HSBC in Q1 2016 and held it in 15 quarters. The position peaked at $677K in Q1 2017. 406 funds tracked by Wall St. Rank hold HSBC as of Q4 2019.

  • Telemus Capital reported no remaining HSBC position as of Q4 2019 after selling out during the quarter.
  • Telemus Capital sold 5,647 HSBC shares in Q4 2019, an estimated $216K.
  • Telemus Capital first reported a position in HSBC in Q1 2016 and held it in 15 quarters.
  • Telemus Capital's HSBC position peaked at $677K in Q1 2017.
  • 406 funds tracked by Wall St. Rank held HSBC as of Q4 2019.

Based on Telemus Capital's 13F filing for Q4 2019, filed 24 Jan 2020.