Thompson Siegel & Walmsley’s HSBC HSBC Stock Holding History

Thompson Siegel & Walmsley’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	-42	Closed	-$2K	–	704
2019 Q4	$2K	Hold	42	–	–	﹤0.01%	714
2019 Q3	$2K	Sell	42 -37	-47%	-$1.43K	﹤0.01%	709
2019 Q2	$3K	Buy	79 +36	+84%	+$1.51K	﹤0.01%	711
2019 Q1	$2K	Sell	43 -63	-59%	-$2.54K	﹤0.01%	647
2018 Q4	$4K	Buy	106 +62	+141%	+$2.48K	﹤0.01%	707
2018 Q3	$2K	Sell	44 -1	-2%	-$43	﹤0.01%	747
2018 Q2	$2K	Hold	45	–	–	﹤0.01%	774
2018 Q1	$2K	Sell	45 -1	-2%	-$48	﹤0.01%	773
2017 Q4	$2K	Hold	46	–	–	﹤0.01%	809
2017 Q3	$2K	Hold	46	–	–	﹤0.01%	812
2017 Q2	$2K	Hold	46	–	–	﹤0.01%	790
2017 Q1	$2K	Buy	+46	New	+$1.73K	﹤0.01%	784
2015 Q2	–	Sell	-59	Closed	-$2K	–	707
2015 Q1	$2K	Buy	+59	New	+$2.3K	﹤0.01%	680

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 $1.47T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $761B 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return