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Winthrop Partners - WNY’s HSBC HSBC Stock Holding History

Winthrop Partners - WNY’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
Q3 		$393K Hold
10,273
– – 0.27% 77
2019
Q2 		$429K Sell
10,273
-436
-4% -$18.3K 0.32% 73
2019
Q1 		$442K Buy
10,709
+54
+0.5% +$2.18K 0.34% 70
2018
Q4 		$422K Sell
10,655
-129
-1% -$5.17K 0.39% 64
2018
Q3 		$452K Sell
10,784
-119
-1% -$5.16K 0.37% 73
2018
Q2 		$484K Sell
10,903
-111
-1% -$5.09K 0.4% 70
2018
Q1 		$490K Sell
11,014
-229
-2% -$10.9K 0.38% 71
2017
Q4 		$509K Buy
+11,243
New +$508K 0.42% 75

Other funds holding HSBC

Fisher Asset Management
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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Winthrop Partners - WNY's HSBC Position: Q3 2019 in Review

Winthrop Partners - WNY held its HSBC (HSBC) position steady in Q3 2019 at 10,273 shares worth $393K. The position accounts for 0.27% of the portfolio, ranked #77.

Winthrop Partners - WNY first reported a position in HSBC in Q4 2017 and has held it in 8 quarters since. The position peaked at $509K in Q4 2017. 386 funds tracked by Wall St. Rank hold HSBC as of Q3 2019.

  • Winthrop Partners - WNY held 10,273 shares of HSBC worth $393K as of Q3 2019.
  • Winthrop Partners - WNY left its HSBC share count unchanged in Q3 2019.
  • HSBC made up 0.27% of Winthrop Partners - WNY's portfolio in Q3 2019, its #77 holding.
  • Winthrop Partners - WNY first reported a position in HSBC in Q4 2017 and has held it in 8 quarters since.
  • Winthrop Partners - WNY's HSBC position peaked at $509K in Q4 2017.
  • 386 funds tracked by Wall St. Rank held HSBC as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.