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

Braun-Bostich & Associates’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 Q2	–	Sell	-1,000	Closed	-$24K	–	334
2020 Q1	$24K	Hold	1,000	–	–	0.03%	149
2019 Q4	$27K	Buy	+1,000	New	+$26.4K	0.03%	169
2019 Q3	–	Sell	-1,000	Closed	-$26K	–	324
2019 Q2	$26K	Hold	1,000	–	–	0.03%	225
2019 Q1	$26K	Hold	1,000	–	–	0.03%	231
2018 Q4	$26K	Hold	1,000	–	–	0.03%	210
2018 Q3	$26K	Hold	1,000	–	–	0.03%	217
2018 Q2	$27K	Hold	1,000	–	–	0.03%	205
2018 Q1	$26K	Hold	1,000	–	–	0.02%	205
2017 Q4	$26K	Buy	+1,000	New	+$26.1K	0.02%	208

Other funds holding HSBC.PRA

DDPIC

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

NCM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

HKIM

Hayek Kallen Investment Management Fairhope, Alabama $307M AUM 18.5% 1-Year Est. Return

RMC

Resources Management Corp West Hartford, Connecticut $753M AUM 20.77% 1-Year Est. Return

JGIA

Jackson Grant Investment Advisers Stamford, Connecticut $300M AUM 13.94% 1-Year Est. Return

EFSCE

Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return

ECM

Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Braun-Bostich & Associates's HSBC.PRA Position: Q2 2020 in Review

Braun-Bostich & Associates sold out of HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) (HSBC.PRA) in Q2 2020, closing a stake of 1,000 shares — an estimated $24K sold.

Braun-Bostich & Associates first reported a position in HSBC.PRA in Q4 2017 and held it in 9 quarters. The position peaked at $27K in Q4 2019. 10 funds tracked by Wall St. Rank hold HSBC.PRA as of Q2 2020.

Braun-Bostich & Associates reported no remaining HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) position as of Q2 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 1,000 HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) shares in Q2 2020, an estimated $24K.
Braun-Bostich & Associates first reported a position in HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) in Q4 2017 and held it in 9 quarters.
Braun-Bostich & Associates'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.
10 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 Q2 2020.

Based on Braun-Bostich & Associates's 13F filing for Q2 2020, filed 13 Aug 2020.