Citizens Business Bank’s HSBC HSBC Stock Holding History

Citizens Business Bank’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
2015 Q2	–	Sell	-8,679	Closed	-$326K	–	282
2015 Q1	$326K	Sell	8,679 -572	-6%	-$22.3K	0.06%	241
2014 Q4	$376K	Sell	9,251 -3,220	-26%	-$137K	0.07%	234
2014 Q3	$547K	Buy	12,471 +87	+0.7%	+$3.96K	0.11%	208
2014 Q2	$542K	Sell	12,384 -58	-0.5%	-$2.58K	0.1%	207
2014 Q1	$545K	Buy	12,442 +468	+4%	+$21.2K	0.11%	203
2013 Q4	$569K	Hold	11,974	–	–	0.11%	199
2013 Q3	$560K	Sell	11,974 -25	-0.2%	-$1.19K	0.12%	187
2013 Q2	$537K	Buy	+11,999	New	+$561K	0.12%	175

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MICM

Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Citizens Business Bank's HSBC Position: Q2 2015 in Review

Citizens Business Bank sold out of HSBC (HSBC) in Q2 2015, closing a stake of 8,679 shares — an estimated $326K sold.

Citizens Business Bank first reported a position in HSBC in Q2 2013 and held it in 8 quarters. The position peaked at $569K in Q4 2013. 349 funds tracked by Wall St. Rank hold HSBC as of Q2 2015.

Citizens Business Bank reported no remaining HSBC position as of Q2 2015 after selling out during the quarter.
Citizens Business Bank sold 8,679 HSBC shares in Q2 2015, an estimated $326K.
Citizens Business Bank first reported a position in HSBC in Q2 2013 and held it in 8 quarters.
Citizens Business Bank's HSBC position peaked at $569K in Q4 2013.
349 funds tracked by Wall St. Rank held HSBC as of Q2 2015.

Based on Citizens Business Bank's 13F filing for Q2 2015, filed 18 Nov 2022.