CBU
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CIBC Bank USA’s HSBC HSBC Stock Holding History

CIBC Bank USA’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
Q4 		$336K Buy
8,598
+238
+3% +$9.03K 0.04% 215
2019
Q3 		$320K Sell
8,360
-172
-2% -$6.67K 0.05% 216
2019
Q2 		$356K Buy
8,532
+2,087
+32% +$87.4K 0.05% 199
2019
Q1 		$258K Sell
6,445
-629
-9% -$25.3K 0.04% 217
2018
Q4 		$280K Buy
7,074
+383
+6% +$15.3K 0.05% 196
2018
Q3 		$280K Sell
6,691
-144
-2% -$6.24K 0.04% 209
2018
Q2 		$303K Sell
6,835
-574
-8% -$26.3K 0.04% 196
2018
Q1 		$330K Sell
7,409
-155
-2% -$7.38K 0.05% 188
2017
Q4 		$357K Sell
7,564
-97
-1% -$4.39K 0.05% 182
2017
Q3 		$346K Sell
7,661
-23
-0.3% -$1.02K 0.05% 184
2017
Q2 		$326K Sell
7,684
-211
-3% -$8.19K 0.04% 190
2017
Q1 		$291K Sell
7,895
-1,002
-11% -$37.6K 0.04% 204
2016
Q4 		$323K Sell
8,897
-955
-10% -$33.9K 0.05% 186
2016
Q3 		$335K Sell
9,852
-2,444
-20% -$76.7K 0.05% 194
2016
Q2 		$343K Buy
+12,296
New +$348K 0.05% 175
2014
Q2 		– Sell
-10,635
Closed -$466K – 296
2014
Q1 		$466K Sell
10,635
-229
-2% -$10.4K 0.1% 183
2013
Q4 		$516K Sell
10,864
-528
-5% -$25K 0.11% 182
2013
Q3 		$533K Sell
11,392
-48,343
-81% -$2.29M 0.13% 170
2013
Q2 		$2.67M Buy
+59,735
New +$2.79M 0.16% 105

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

CIBC Bank USA's HSBC Position: Q4 2019 in Review

CIBC Bank USA increased its HSBC (HSBC) stake by 2.8% in Q4 2019, buying an estimated $9.03K and bringing the position to 8,598 shares worth $336K. The position accounts for 0.04% of the portfolio, ranked #215.

CIBC Bank USA first reported a position in HSBC in Q2 2013 and has held it in 19 quarters since. The position peaked at $2.67M in Q2 2013. 406 funds tracked by Wall St. Rank hold HSBC as of Q4 2019.

  • CIBC Bank USA held 8,598 shares of HSBC worth $336K as of Q4 2019.
  • CIBC Bank USA bought 238 HSBC shares in Q4 2019, an estimated $9.03K.
  • HSBC made up 0.04% of CIBC Bank USA's portfolio in Q4 2019, its #215 holding.
  • CIBC Bank USA first reported a position in HSBC in Q2 2013 and has held it in 19 quarters since.
  • CIBC Bank USA's HSBC position peaked at $2.67M in Q2 2013.
  • 406 funds tracked by Wall St. Rank held HSBC as of Q4 2019.

Based on CIBC Bank USA's 13F filing for Q4 2019, filed 29 Jan 2020.