Arrow Financial’s HSBC HSBC Stock Holding History

Arrow Financial’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
2016 Q1	–	Sell	-74	Closed	-$3K	–	415
2015 Q4	$3K	Buy	+74	New	+$2.61K	﹤0.01%	384

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

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

SCCM

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MICM

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

Arrow Financial's HSBC Position: Q1 2016 in Review

Arrow Financial sold out of HSBC (HSBC) in Q1 2016, closing a stake of 74 shares — an estimated $3K sold.

Arrow Financial first reported a position in HSBC in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 313 funds tracked by Wall St. Rank hold HSBC as of Q1 2016.

Arrow Financial reported no remaining HSBC position as of Q1 2016 after selling out during the quarter.
Arrow Financial sold 74 HSBC shares in Q1 2016, an estimated $3K.
Arrow Financial first reported a position in HSBC in Q4 2015 and held it in 1 quarter.
Arrow Financial's HSBC position peaked at $3K in Q4 2015.
313 funds tracked by Wall St. Rank held HSBC as of Q1 2016.

Based on Arrow Financial's 13F filing for Q1 2016, filed 4 May 2016.