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Virtus Fund Advisers’s HSBC HSBC Stock Holding History

Virtus Fund Advisers’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
2017
Q4 		$2.19M Buy
+46,513
New +$2.1M 0.02% 262

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
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 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
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Virtus Fund Advisers's HSBC Position: Q4 2017 in Review

Virtus Fund Advisers opened a new position in HSBC (HSBC) in Q4 2017: 46,513 shares worth $2.19M. The stake represents 0.02% of the portfolio and ranks #262 among its holdings.

430 funds tracked by Wall St. Rank hold HSBC as of Q4 2017.

  • Virtus Fund Advisers held 46,513 shares of HSBC worth $2.19M as of Q4 2017.
  • HSBC was a new Virtus Fund Advisers position in Q4 2017.
  • HSBC made up 0.02% of Virtus Fund Advisers's portfolio in Q4 2017, its #262 holding.
  • 430 funds tracked by Wall St. Rank held HSBC as of Q4 2017.

Based on Virtus Fund Advisers's 13F filing for Q4 2017, filed 9 Feb 2018.