First Niagara Bank’s HSBC HSBC Stock Holding History

First Niagara 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
2016 Q2	$424K	Buy	15,197 +6,734	+80%	+$190K	0.12%	125
2016 Q1	$235K	Sell	8,463 -72	-0.8%	-$2.13K	0.07%	174
2015 Q4	$300K	Buy	8,535 +208	+2%	+$7.34K	0.08%	153
2015 Q3	$281K	Buy	+8,327	New	+$311K	0.07%	174

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 $2.3B 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 $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 $292M AUM 75.01% 1-Year Est. Return

First Niagara Bank's HSBC Position: Q2 2016 in Review

First Niagara Bank increased its HSBC (HSBC) stake by 80% in Q2 2016, buying an estimated $190K and bringing the position to 15,197 shares worth $424K. The position accounts for 0.12% of the portfolio, ranked #125.

First Niagara Bank first reported a position in HSBC in Q3 2015 and has held it in 4 quarters since. 311 funds tracked by Wall St. Rank hold HSBC as of Q2 2016.

First Niagara Bank held 15,197 shares of HSBC worth $424K as of Q2 2016.
First Niagara Bank bought 6,734 HSBC shares in Q2 2016, an estimated $190K.
HSBC made up 0.12% of First Niagara Bank's portfolio in Q2 2016, its #125 holding.
First Niagara Bank first reported a position in HSBC in Q3 2015 and has held it in 4 quarters since.
311 funds tracked by Wall St. Rank held HSBC as of Q2 2016.

Based on First Niagara Bank's 13F filing for Q2 2016, filed 25 Jul 2016.