Wealthcare Capital Management’s HSBC HSBC Stock Holding History

Wealthcare Capital Management’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	-290	Closed	-$11K	–	437
2019 Q4	$11K	Buy	+290	New	+$11K	﹤0.01%	180
2015 Q3	–	Sell	-79	Closed	-$3K	–	314
2015 Q2	$3K	Sell	79 -104	-57%	-$4.33K	﹤0.01%	299
2015 Q1	$7K	Buy	+183	New	+$7.13K	﹤0.01%	563

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T 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

PPA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 $432B AUM 30.22% 1-Year Est. Return

Wealthcare Capital Management's HSBC Position: Q1 2020 in Review

Wealthcare Capital Management sold out of HSBC (HSBC) in Q1 2020, closing a stake of 290 shares — an estimated $11K sold.

Wealthcare Capital Management first reported a position in HSBC in Q1 2015 and held it in 3 quarters. The position peaked at $11K in Q4 2019. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

Wealthcare Capital Management reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
Wealthcare Capital Management sold 290 HSBC shares in Q1 2020, an estimated $11K.
Wealthcare Capital Management first reported a position in HSBC in Q1 2015 and held it in 3 quarters.
Wealthcare Capital Management's HSBC position peaked at $11K in Q4 2019.
340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.