ZCA
HSBC icon

Zeke Capital Advisors’s HSBC HSBC Stock Holding History

Zeke Capital Advisors’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
2018
Q3 		– Sell
-10,814
Closed -$480K – 695
2018
Q2 		$480K Buy
10,814
+122
+1% +$5.59K 0.04% 310
2018
Q1 		$475K Sell
10,692
-461
-4% -$21.9K 0.04% 338
2017
Q4 		$526K Buy
11,153
+3,054
+38% +$138K 0.06% 284
2017
Q3 		$366K Hold
8,099
– – 0.05% 285
2017
Q2 		$343K Sell
8,099
-1,230
-13% -$47.7K 0.07% 181
2017
Q1 		$344K Buy
9,329
+1,137
+14% +$42.7K 0.07% 166
2016
Q4 		$297K Buy
+8,192
New +$290K 0.08% 135

Other funds holding HSBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Zeke Capital Advisors's HSBC Position: Q3 2018 in Review

Zeke Capital Advisors sold out of HSBC (HSBC) in Q3 2018, closing a stake of 10,814 shares — an estimated $480K sold.

Zeke Capital Advisors first reported a position in HSBC in Q4 2016 and held it in 7 quarters. The position peaked at $526K in Q4 2017. 414 funds tracked by Wall St. Rank hold HSBC as of Q3 2018.

  • Zeke Capital Advisors reported no remaining HSBC position as of Q3 2018 after selling out during the quarter.
  • Zeke Capital Advisors sold 10,814 HSBC shares in Q3 2018, an estimated $480K.
  • Zeke Capital Advisors first reported a position in HSBC in Q4 2016 and held it in 7 quarters.
  • Zeke Capital Advisors's HSBC position peaked at $526K in Q4 2017.
  • 414 funds tracked by Wall St. Rank held HSBC as of Q3 2018.

Based on Zeke Capital Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.