WealthTrust-Arizona’s HSBC HSBC Stock Holding History

WealthTrust-Arizona’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 Q4	$20K	Sell	505 -133	-21%	-$5.33K	0.01%	266
2018 Q3	$27K	Buy	638 +45	+8%	+$1.95K	0.01%	231
2018 Q2	$26K	Sell	593 -126	-18%	-$5.78K	0.01%	220
2018 Q1	$32K	Sell	719 -15	-2%	-$714	0.02%	214
2017 Q4	$35K	Hold	734	–	–	0.02%	207
2017 Q3	$33K	Hold	734	–	–	0.02%	211
2017 Q2	$31K	Sell	734 -9	-1%	-$349	0.02%	204
2017 Q1	$27K	Sell	743 -371	-33%	-$13.9K	0.01%	212
2016 Q4	$40K	Buy	+1,114	New	+$39.5K	0.02%	172

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

PPA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

WealthTrust-Arizona's HSBC Position: Q4 2018 in Review

WealthTrust-Arizona reduced its HSBC (HSBC) stake by 21% in Q4 2018, selling an estimated $5.33K and leaving 505 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #266.

WealthTrust-Arizona first reported a position in HSBC in Q4 2016 and has held it in 9 quarters since. The position peaked at $40K in Q4 2016. 425 funds tracked by Wall St. Rank hold HSBC as of Q4 2018.

WealthTrust-Arizona held 505 shares of HSBC worth $20K as of Q4 2018.
WealthTrust-Arizona sold 133 HSBC shares in Q4 2018, an estimated $5.33K.
HSBC made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #266 holding.
WealthTrust-Arizona first reported a position in HSBC in Q4 2016 and has held it in 9 quarters since.
WealthTrust-Arizona's HSBC position peaked at $40K in Q4 2016.
425 funds tracked by Wall St. Rank held HSBC as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.