WEC
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Winslow Evans & Crocker’s HSBC HSBC Stock Holding History

Winslow Evans & Crocker’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
2020
Q3 		– Sell
-437
Closed -$10K – 1122
2020
Q2 		$10K Sell
437
-27
-6% -$670 ﹤0.01% 737
2020
Q1 		$14K Buy
464
+18
+4% +$625 ﹤0.01% 637
2019
Q4 		$18K Sell
446
-42
-9% -$1.59K ﹤0.01% 681
2019
Q3 		$20K Buy
488
+60
+14% +$2.33K 0.01% 646
2019
Q2 		$18K Buy
428
+408
+2,040% +$17.1K 0.01% 688
2019
Q1 		$2K Sell
20
-1
-5% -$40 ﹤0.01% 1173
2018
Q4 		$2K Hold
21
– – ﹤0.01% 1021
2018
Q3 		$2K Hold
21
– – ﹤0.01% 1035
2018
Q2 		$2K Hold
21
– – ﹤0.01% 1044
2018
Q1 		$906 Sell
21
-1
-5% -$48 ﹤0.01% 1071
2017
Q4 		$982 Hold
22
– – ﹤0.01% 1070
2017
Q3 		$940 Sell
22
-759
-97% -$33.6K ﹤0.01% 1063
2017
Q2 		$33.1K Sell
781
-138
-15% -$5.36K 0.01% 648
2017
Q1 		$33.8K Hold
919
– – 0.01% 622
2016
Q4 		$33.3K Buy
919
+126
+16% +$4.47K 0.01% 628
2016
Q3 		$26.9K Sell
793
-11
-1% -$345 0.01% 671
2016
Q2 		$22.4K Sell
804
-23
-3% -$650 0.01% 677
2016
Q1 		$22.9K Sell
827
-419
-34% -$12.4K 0.01% 662
2015
Q4 		$43.8K Buy
1,246
+18
+1% +$635 0.01% 560
2015
Q3 		$41.4K Buy
1,228
+25
+2% +$934 0.01% 549
2015
Q2 		$48K Buy
1,203
+375
+45% +$15.6K 0.01% 558
2015
Q1 		$31.1K Sell
828
-1,064
-56% -$41.5K 0.01% 638
2014
Q4 		$77K Sell
1,892
-1,383
-42% -$59K 0.02% 463
2014
Q3 		$144K Sell
3,275
-215
-6% -$9.79K 0.04% 356
2014
Q2 		$153K Buy
3,490
+592
+20% +$26.4K 0.05% 297
2014
Q1 		$127K Buy
2,898
+389
+16% +$17.7K 0.04% 321
2013
Q4 		$119K Buy
+2,509
New +$119K 0.04% 351

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Winslow Evans & Crocker's HSBC Position: Q3 2020 in Review

Winslow Evans & Crocker sold out of HSBC (HSBC) in Q3 2020, closing a stake of 437 shares — an estimated $10K sold.

Winslow Evans & Crocker first reported a position in HSBC in Q4 2013 and held it in 27 quarters. The position peaked at $153K in Q2 2014. 238 funds tracked by Wall St. Rank hold HSBC as of Q3 2020.

  • Winslow Evans & Crocker reported no remaining HSBC position as of Q3 2020 after selling out during the quarter.
  • Winslow Evans & Crocker sold 437 HSBC shares in Q3 2020, an estimated $10K.
  • Winslow Evans & Crocker first reported a position in HSBC in Q4 2013 and held it in 27 quarters.
  • Winslow Evans & Crocker's HSBC position peaked at $153K in Q2 2014.
  • 238 funds tracked by Wall St. Rank held HSBC as of Q3 2020.

Based on Winslow Evans & Crocker's 13F filing for Q3 2020, filed 21 Oct 2020.