BDO Wealth Advisors’s HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) HSBC.PRA Stock Holding History

BDO Wealth Advisors’s Portfolio HSBC.PRA Stock Details HSBC.PRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,000	Closed	-$27K	–	851
2019 Q4	$27K	Hold	1,000	–	–	0.01%	363
2019 Q3	$26K	Hold	1,000	–	–	0.01%	378
2019 Q2	$26K	Hold	1,000	–	–	0.01%	371
2019 Q1	$26K	Hold	1,000	–	–	0.01%	347
2018 Q4	$26K	Hold	1,000	–	–	0.01%	317
2018 Q3	$26K	Hold	1,000	–	–	0.01%	357
2018 Q2	$27K	Hold	1,000	–	–	0.01%	358
2018 Q1	$26K	Buy	+1,000	New	+$25.9K	0.01%	305
2017 Q4	–	Sell	-1,000	Closed	-$26K	–	501
2017 Q3	$26K	Buy	+1,000	New	+$26.4K	0.01%	242

Other funds holding HSBC.PRA

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.09B AUM 32.46% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

NCM

Noesis Capital Mangement Boca Raton, Florida $676M AUM 34.17% 1-Year Est. Return

FBB

Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

NDSI

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

BDO Wealth Advisors's HSBC.PRA Position: Q1 2020 in Review

BDO Wealth Advisors sold out of HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) (HSBC.PRA) in Q1 2020, closing a stake of 1,000 shares — an estimated $27K sold.

BDO Wealth Advisors first reported a position in HSBC.PRA in Q3 2017 and held it in 9 quarters. The position peaked at $27K in Q4 2019. 32 funds tracked by Wall St. Rank hold HSBC.PRA as of Q1 2020.

BDO Wealth Advisors reported no remaining HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) position as of Q1 2020 after selling out during the quarter.
BDO Wealth Advisors sold 1,000 HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) shares in Q1 2020, an estimated $27K.
BDO Wealth Advisors first reported a position in HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) in Q3 2017 and held it in 9 quarters.
BDO Wealth Advisors's HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) position peaked at $27K in Q4 2019.
32 funds tracked by Wall St. Rank held HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.