Ameriprise
HSFC.PRB

Ameriprise’s HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B HSFC.PRB Stock Holding History

Ameriprise’s Portfolio HSFC.PRB Stock Details HSFC.PRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,732
Closed -$43K – 4988
2014
Q3 		$43K Hold
1,732
– – ﹤0.01% 4087
2014
Q2 		$44K Hold
1,732
– – ﹤0.01% 3962
2014
Q1 		$43K Hold
1,732
– – ﹤0.01% 3857
2013
Q4 		$40K Sell
1,732
-68
-4% -$1.6K ﹤0.01% 3756
2013
Q3 		$43K Hold
1,800
– – ﹤0.01% 3911
2013
Q2 		$45K Buy
+1,800
New +$45.5K ﹤0.01% 3778

Other funds holding HSFC.PRB

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
HPBT
High Point Bank & Trust High Point, North Carolina $315M AUM 12.21% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Ameriprise's HSFC.PRB Position: Q4 2014 in Review

Ameriprise sold out of HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B (HSFC.PRB) in Q4 2014, closing a stake of 1,732 shares — an estimated $43K sold.

Ameriprise first reported a position in HSFC.PRB in Q2 2013 and held it in 6 quarters. The position peaked at $45K in Q2 2013. 6 funds tracked by Wall St. Rank hold HSFC.PRB as of Q4 2014.

  • Ameriprise reported no remaining HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 1,732 HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B shares in Q4 2014, an estimated $43K.
  • Ameriprise first reported a position in HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B in Q2 2013 and held it in 6 quarters.
  • Ameriprise's HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B position peaked at $45K in Q2 2013.
  • 6 funds tracked by Wall St. Rank held HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.