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Washington Trust Bank’s HSBC HSBC Stock Holding History

Washington Trust Bank’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
Q2 		– Sell
-499
Closed -$20K – 356
2019
Q1 		$20K Sell
499
-12
-2% -$484 ﹤0.01% 441
2018
Q4 		$20K Sell
511
-7
-1% -$280 ﹤0.01% 428
2018
Q3 		$22K Sell
518
-5
-1% -$217 ﹤0.01% 469
2018
Q2 		$23K Sell
523
-6
-1% -$275 ﹤0.01% 464
2018
Q1 		$24K Buy
529
+230
+77% +$10.9K ﹤0.01% 493
2017
Q4 		$14K Sell
299
-109
-27% -$4.93K ﹤0.01% 581
2017
Q3 		$18K Buy
408
+219
+116% +$9.69K ﹤0.01% 525
2017
Q2 		$8K Sell
189
-3
-2% -$116 ﹤0.01% 549
2017
Q1 		$7K Hold
192
– – ﹤0.01% 596
2016
Q4 		$7K Hold
192
– – ﹤0.01% 590
2016
Q3 		$7K Sell
192
-148
-44% -$4.64K ﹤0.01% 575
2016
Q2 		$9K Sell
340
-127
-27% -$3.59K ﹤0.01% 571
2016
Q1 		$13K Buy
467
+48
+11% +$1.42K ﹤0.01% 561
2015
Q4 		$15K Hold
419
– – ﹤0.01% 550
2015
Q3 		$14K Sell
419
-1,167
-74% -$43.6K ﹤0.01% 572
2015
Q2 		$63K Buy
1,586
+210
+15% +$8.75K 0.02% 383
2015
Q1 		$52K Sell
1,376
-862
-39% -$33.6K 0.01% 431
2014
Q4 		$91K Buy
2,238
+482
+27% +$20.6K 0.02% 365
2014
Q3 		$77K Hold
1,756
– – 0.02% 393
2014
Q2 		$77K Sell
1,756
-128
-7% -$5.7K 0.02% 411
2014
Q1 		$82K Buy
+1,884
New +$85.5K 0.02% 401

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 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

Washington Trust Bank's HSBC Position: Q2 2019 in Review

Washington Trust Bank sold out of HSBC (HSBC) in Q2 2019, closing a stake of 499 shares — an estimated $20K sold.

Washington Trust Bank first reported a position in HSBC in Q1 2014 and held it in 21 quarters. The position peaked at $91K in Q4 2014. 421 funds tracked by Wall St. Rank hold HSBC as of Q2 2019.

  • Washington Trust Bank reported no remaining HSBC position as of Q2 2019 after selling out during the quarter.
  • Washington Trust Bank sold 499 HSBC shares in Q2 2019, an estimated $20K.
  • Washington Trust Bank first reported a position in HSBC in Q1 2014 and held it in 21 quarters.
  • Washington Trust Bank's HSBC position peaked at $91K in Q4 2014.
  • 421 funds tracked by Wall St. Rank held HSBC as of Q2 2019.

Based on Washington Trust Bank's 13F filing for Q2 2019, filed 26 Jul 2019.