XML Financial’s HSBC HSBC Stock Holding History

XML Financial’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 Q1	–	Sell	-5,708	Closed	-$217K	–	183
2019 Q4	$217K	Buy	+5,708	New	+$216K	0.08%	160

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

XML Financial's HSBC Position: Q1 2020 in Review

XML Financial sold out of HSBC (HSBC) in Q1 2020, closing a stake of 5,708 shares — an estimated $217K sold.

XML Financial first reported a position in HSBC in Q4 2019 and held it in 1 quarter. The position peaked at $217K in Q4 2019. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

XML Financial reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
XML Financial sold 5,708 HSBC shares in Q1 2020, an estimated $217K.
XML Financial first reported a position in HSBC in Q4 2019 and held it in 1 quarter.
XML Financial's HSBC position peaked at $217K in Q4 2019.
340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on XML Financial's 13F filing for Q1 2020, filed 8 May 2020.