WFM
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Wolff Financial Management’s HSBC HSBC Stock Holding History

Wolff Financial 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
2019
Q3 		– Sell
-5,194
Closed -$217K – 84
2019
Q2 		$217K Sell
5,194
-62
-1% -$2.6K 0.17% 79
2019
Q1 		$211K Sell
5,256
-131
-2% -$5.28K 0.18% 78
2018
Q4 		$214K Buy
+5,387
New +$216K 0.21% 75

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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

Wolff Financial Management's HSBC Position: Q3 2019 in Review

Wolff Financial Management sold out of HSBC (HSBC) in Q3 2019, closing a stake of 5,194 shares — an estimated $217K sold.

Wolff Financial Management first reported a position in HSBC in Q4 2018 and held it in 3 quarters. The position peaked at $217K in Q2 2019. 386 funds tracked by Wall St. Rank hold HSBC as of Q3 2019.

  • Wolff Financial Management reported no remaining HSBC position as of Q3 2019 after selling out during the quarter.
  • Wolff Financial Management sold 5,194 HSBC shares in Q3 2019, an estimated $217K.
  • Wolff Financial Management first reported a position in HSBC in Q4 2018 and held it in 3 quarters.
  • Wolff Financial Management's HSBC position peaked at $217K in Q2 2019.
  • 386 funds tracked by Wall St. Rank held HSBC as of Q3 2019.

Based on Wolff Financial Management's 13F filing for Q3 2019, filed 28 Oct 2019.