Tompkins Financial’s HSBC HSBC Stock Holding History

Tompkins 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
2015 Q4	–	Sell	-231	Closed	-$8K	–	520
2015 Q3	$8K	Hold	231	–	–	﹤0.01%	427
2015 Q2	$9K	Buy	231 +97	+72%	+$4.04K	﹤0.01%	427
2015 Q1	$5K	Sell	134 -3	-2%	-$117	﹤0.01%	474
2014 Q4	$6K	Hold	137	–	–	﹤0.01%	409
2014 Q3	$6K	Hold	137	–	–	﹤0.01%	413
2014 Q2	$6K	Hold	137	–	–	﹤0.01%	430
2014 Q1	$6K	Hold	137	–	–	﹤0.01%	422
2013 Q4	$7K	Buy	+137	New	+$6.49K	﹤0.01%	441

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

Tompkins Financial's HSBC Position: Q4 2015 in Review

Tompkins Financial sold out of HSBC (HSBC) in Q4 2015, closing a stake of 231 shares — an estimated $8K sold.

Tompkins Financial first reported a position in HSBC in Q4 2013 and held it in 8 quarters. The position peaked at $9K in Q2 2015. 340 funds tracked by Wall St. Rank hold HSBC as of Q4 2015.

Tompkins Financial reported no remaining HSBC position as of Q4 2015 after selling out during the quarter.
Tompkins Financial sold 231 HSBC shares in Q4 2015, an estimated $8K.
Tompkins Financial first reported a position in HSBC in Q4 2013 and held it in 8 quarters.
Tompkins Financial's HSBC position peaked at $9K in Q2 2015.
340 funds tracked by Wall St. Rank held HSBC as of Q4 2015.

Based on Tompkins Financial's 13F filing for Q4 2015, filed 19 Jan 2016.