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Wilbanks Smith & Thomas Asset Management’s HSBC HSBC Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-830
Closed -$35K – 773
2018
Q3 		$35K Buy
+830
New +$36K ﹤0.01% 754

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Northern Trust
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Royal Bank of Canada
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CI
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SCM
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Fidelity Investments
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

Wilbanks Smith & Thomas Asset Management's HSBC Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of HSBC (HSBC) in Q4 2018, closing a stake of 830 shares — an estimated $35K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in HSBC in Q3 2018 and held it in 1 quarter. The position peaked at $35K in Q3 2018. 425 funds tracked by Wall St. Rank hold HSBC as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining HSBC position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 830 HSBC shares in Q4 2018, an estimated $35K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in HSBC in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's HSBC position peaked at $35K in Q3 2018.
  • 425 funds tracked by Wall St. Rank held HSBC as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.