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Wealthstreet Investment Advisors’s HSBC HSBC Stock Holding History

Wealthstreet Investment 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
2018
Q3 		– Sell
-4,671
Closed -$207K – 344
2018
Q2 		$207K Sell
4,671
-47
-1% -$2.15K 0.03% 329
2018
Q1 		$210K Sell
4,718
-99
-2% -$4.71K 0.03% 323
2017
Q4 		$227K Buy
+4,817
New +$218K 0.03% 311

Other funds holding HSBC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $2.3T AUM 54.33% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Wealthstreet Investment Advisors's HSBC Position: Q3 2018 in Review

Wealthstreet Investment Advisors sold out of HSBC (HSBC) in Q3 2018, closing a stake of 4,671 shares — an estimated $207K sold.

Wealthstreet Investment Advisors first reported a position in HSBC in Q4 2017 and held it in 3 quarters. The position peaked at $227K in Q4 2017. 413 funds tracked by Wall St. Rank hold HSBC as of Q3 2018.

  • Wealthstreet Investment Advisors reported no remaining HSBC position as of Q3 2018 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 4,671 HSBC shares in Q3 2018, an estimated $207K.
  • Wealthstreet Investment Advisors first reported a position in HSBC in Q4 2017 and held it in 3 quarters.
  • Wealthstreet Investment Advisors's HSBC position peaked at $227K in Q4 2017.
  • 413 funds tracked by Wall St. Rank held HSBC as of Q3 2018.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2018, filed 31 Oct 2018.