First New York Securities’s HSBC HSBC Stock Holding History

First New York Securities’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	-34	Closed	-$1.18K	–	260
2015 Q4	$1.18K	Sell	34 -67	-66%	-$2.37K	0.01%	65
2015 Q3	$3.41K	Sell	101 -90	-47%	-$3.36K	﹤0.01%	281
2015 Q2	$7.62K	Buy	191 +66	+53%	+$2.75K	﹤0.01%	340
2015 Q1	$4.68K	Buy	125 +32	+34%	+$1.25K	﹤0.01%	313
2014 Q4	$3.78K	Hold	93	–	–	0.01%	280
2014 Q3	$4.07K	Buy	+93	New	+$4.24K	﹤0.01%	448

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 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 $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MICM

Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return

First New York Securities's HSBC Position: Q1 2016 in Review

First New York Securities sold out of HSBC (HSBC) in Q1 2016, closing a stake of 34 shares — an estimated $1.18K sold.

First New York Securities first reported a position in HSBC in Q3 2014 and held it in 6 quarters. The position peaked at $7.62K in Q2 2015. 314 funds tracked by Wall St. Rank hold HSBC as of Q1 2016.

First New York Securities reported no remaining HSBC position as of Q1 2016 after selling out during the quarter.
First New York Securities sold 34 HSBC shares in Q1 2016, an estimated $1.18K.
First New York Securities first reported a position in HSBC in Q3 2014 and held it in 6 quarters.
First New York Securities's HSBC position peaked at $7.62K in Q2 2015.
314 funds tracked by Wall St. Rank held HSBC as of Q1 2016.

Based on First New York Securities's 13F filing for Q1 2016, filed 31 May 2016.