HFS
CIO

HBC Financial Services’s City Office REIT CIO Stock Holding History

HBC Financial Services’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-5,676
Closed -$52K – 161
2020
Q3 		$52K Buy
5,676
+5,504
+3,200% +$47.6K 0.04% 56
2020
Q2 		$2K Hold
172
– – ﹤0.01% 143
2020
Q1 		$1K Hold
172
– – ﹤0.01% 142
2019
Q4 		$2K Buy
+172
New +$2.3K ﹤0.01% 155

Other funds holding CIO

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Vanguard Group
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return