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WFG Advisors’s HSBC HSBC Stock Holding History

WFG 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
2017
Q2 		$9K Sell
213
-16,619
-99% -$645K ﹤0.01% 1174
2017
Q1 		$621K Sell
16,832
-72,945
-81% -$2.74M 0.17% 138
2016
Q4 		$3.26M Sell
89,777
-3,930
-4% -$139K 0.8% 21
2016
Q3 		$3.18M Sell
93,707
-2,618
-3% -$82.2K 0.79% 20
2016
Q2 		$2.69M Sell
96,325
-701
-0.7% -$19.8K 0.72% 24
2016
Q1 		$2.69M Sell
97,026
-7,862
-7% -$232K 0.78% 23
2015
Q4 		$3.69M Buy
104,888
+419
+0.4% +$14.8K 1.1% 16
2015
Q3 		$3.53M Buy
104,469
+5,232
+5% +$196K 1.1% 15
2015
Q2 		$3.96M Buy
99,237
+8,790
+10% +$366K 1.09% 11
2015
Q1 		$3.4M Buy
90,447
+15,260
+20% +$595K 0.95% 16
2014
Q4 		$3.06M Buy
75,187
+569
+0.8% +$24.3K 0.62% 21
2014
Q3 		$3.27M Buy
74,618
+8,065
+12% +$367K 0.62% 18
2014
Q2 		$2.91M Buy
66,553
+25,945
+64% +$1.16M 0.54% 24
2014
Q1 		$1.78M Sell
40,608
-734
-2% -$33.3K 0.36% 50
2013
Q4 		$1.96M Sell
41,342
-212
-0.5% -$10K 0.28% 81
2013
Q3 		$1.94M Sell
41,554
-1,756
-4% -$83.3K 0.3% 73
2013
Q2 		$1.94M Buy
+43,310
New +$2.03M 0.32% 68

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
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

WFG Advisors's HSBC Position: Q2 2017 in Review

WFG Advisors reduced its HSBC (HSBC) stake by 99% in Q2 2017, selling an estimated $645K and leaving 213 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

WFG Advisors first reported a position in HSBC in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.96M in Q2 2015. 364 funds tracked by Wall St. Rank hold HSBC as of Q2 2017.

  • WFG Advisors held 213 shares of HSBC worth $9K as of Q2 2017.
  • WFG Advisors sold 16,619 HSBC shares in Q2 2017, an estimated $645K.
  • HSBC made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1174 holding.
  • WFG Advisors first reported a position in HSBC in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's HSBC position peaked at $3.96M in Q2 2015.
  • 364 funds tracked by Wall St. Rank held HSBC as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.