Well Done LLC’s HSBC HSBC Stock Holding History

Well Done LLC’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 Q1	–	Sell	-204	Closed	-$8K	–	365
2018 Q4	$8K	Buy	+204	New	+$8.17K	﹤0.01%	513
2018 Q2	–	Sell	-134	Closed	-$6K	–	293
2018 Q1	$6K	Buy	+134	New	+$6.38K	﹤0.01%	520

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCCM

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

Well Done LLC's HSBC Position: Q1 2019 in Review

Well Done LLC sold out of HSBC (HSBC) in Q1 2019, closing a stake of 204 shares — an estimated $8K sold.

Well Done LLC first reported a position in HSBC in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q4 2018. 433 funds tracked by Wall St. Rank hold HSBC as of Q1 2019.

Well Done LLC reported no remaining HSBC position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 204 HSBC shares in Q1 2019, an estimated $8K.
Well Done LLC first reported a position in HSBC in Q1 2018 and held it in 2 quarters.
Well Done LLC's HSBC position peaked at $8K in Q4 2018.
433 funds tracked by Wall St. Rank held HSBC as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.