TJHA
HSBC icon

Thomas J. Herzfeld Advisors’s HSBC HSBC Stock Holding History

Thomas J. Herzfeld 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
2019
Q1 		– Sell
-129
Closed -$5K – 299
2018
Q4 		$5K Sell
129
-1
-0.8% -$40 ﹤0.01% 274
2018
Q3 		$5K Buy
+130
New +$5.63K ﹤0.01% 269

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

Thomas J. Herzfeld Advisors's HSBC Position: Q1 2019 in Review

Thomas J. Herzfeld Advisors sold out of HSBC (HSBC) in Q1 2019, closing a stake of 129 shares — an estimated $5K sold.

Thomas J. Herzfeld Advisors first reported a position in HSBC in Q3 2018 and held it in 2 quarters. The position peaked at $5K in Q4 2018. 433 funds tracked by Wall St. Rank hold HSBC as of Q1 2019.

  • Thomas J. Herzfeld Advisors reported no remaining HSBC position as of Q1 2019 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 129 HSBC shares in Q1 2019, an estimated $5K.
  • Thomas J. Herzfeld Advisors first reported a position in HSBC in Q3 2018 and held it in 2 quarters.
  • Thomas J. Herzfeld Advisors's HSBC position peaked at $5K in Q4 2018.
  • 433 funds tracked by Wall St. Rank held HSBC as of Q1 2019.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q1 2019, filed 14 May 2019.