Dubuque Bank & Trust’s HSBC HSBC Stock Holding History

Dubuque Bank & Trust’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 Q3	–	Sell	-685	Closed	-$29K	–	653
2017 Q2	$29K	Buy	+685	New	+$26.6K	0.01%	363

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

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

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

MICM

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

PPA

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

Dubuque Bank & Trust's HSBC Position: Q3 2017 in Review

Dubuque Bank & Trust sold out of HSBC (HSBC) in Q3 2017, closing a stake of 685 shares — an estimated $29K sold.

Dubuque Bank & Trust first reported a position in HSBC in Q2 2017 and held it in 1 quarter. The position peaked at $29K in Q2 2017. 387 funds tracked by Wall St. Rank hold HSBC as of Q3 2017.

Dubuque Bank & Trust reported no remaining HSBC position as of Q3 2017 after selling out during the quarter.
Dubuque Bank & Trust sold 685 HSBC shares in Q3 2017, an estimated $29K.
Dubuque Bank & Trust first reported a position in HSBC in Q2 2017 and held it in 1 quarter.
Dubuque Bank & Trust's HSBC position peaked at $29K in Q2 2017.
387 funds tracked by Wall St. Rank held HSBC as of Q3 2017.

Based on Dubuque Bank & Trust's 13F filing for Q3 2017, filed 13 Oct 2017.