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Winfield Associates’s HSBC HSBC Stock Holding History

Winfield Associates’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
Q1 		– Sell
-1,319
Closed -$63K – 346
2017
Q4 		$63K Hold
1,319
– – 0.03% 184
2017
Q3 		$60K Hold
1,319
– – 0.03% 185
2017
Q2 		$56K Buy
1,319
+13
+1% +$505 0.03% 186
2017
Q1 		$48K Hold
1,306
– – 0.03% 190
2016
Q4 		$47K Buy
1,306
+116
+10% +$4.11K 0.03% 188
2016
Q3 		$40K Sell
1,190
-17
-1% -$534 0.03% 190
2016
Q2 		$34K Buy
1,207
+51
+4% +$1.44K 0.02% 201
2016
Q1 		$32K Buy
+1,156
New +$34.2K 0.02% 200

Other funds holding HSBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Winfield Associates's HSBC Position: Q1 2018 in Review

Winfield Associates sold out of HSBC (HSBC) in Q1 2018, closing a stake of 1,319 shares — an estimated $63K sold.

Winfield Associates first reported a position in HSBC in Q1 2016 and held it in 8 quarters. The position peaked at $63K in Q4 2017. 434 funds tracked by Wall St. Rank hold HSBC as of Q1 2018.

  • Winfield Associates reported no remaining HSBC position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 1,319 HSBC shares in Q1 2018, an estimated $63K.
  • Winfield Associates first reported a position in HSBC in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's HSBC position peaked at $63K in Q4 2017.
  • 434 funds tracked by Wall St. Rank held HSBC as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.