WIS
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Wright Investors Service’s HSBC HSBC Stock Holding History

Wright Investors Service’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
2017
Q4 		– Sell
-6,167
Closed -$278K – 222
2017
Q3 		$278K Sell
6,167
-33
-0.5% -$1.46K 0.1% 187
2017
Q2 		$263K Buy
+6,200
New +$241K 0.1% 198

Other funds holding HSBC

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
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
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wright Investors Service's HSBC Position: Q4 2017 in Review

Wright Investors Service sold out of HSBC (HSBC) in Q4 2017, closing a stake of 6,167 shares — an estimated $278K sold.

Wright Investors Service first reported a position in HSBC in Q2 2017 and held it in 2 quarters. The position peaked at $278K in Q3 2017. 430 funds tracked by Wall St. Rank hold HSBC as of Q4 2017.

  • Wright Investors Service reported no remaining HSBC position as of Q4 2017 after selling out during the quarter.
  • Wright Investors Service sold 6,167 HSBC shares in Q4 2017, an estimated $278K.
  • Wright Investors Service first reported a position in HSBC in Q2 2017 and held it in 2 quarters.
  • Wright Investors Service's HSBC position peaked at $278K in Q3 2017.
  • 430 funds tracked by Wall St. Rank held HSBC as of Q4 2017.

Based on Wright Investors Service's 13F filing for Q4 2017, filed 30 Jan 2018.