BWA
HSFC.PRB

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

Burt Wealth Advisors’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
2016
Q2 		– Sell
-250
Closed -$6K – 613
2016
Q1 		$6K Buy
+250
New +$6.3K 0.01% 376

Burt Wealth Advisors's HSFC.PRB Position: Q2 2016 in Review

Burt Wealth Advisors sold out of HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B (HSFC.PRB) in Q2 2016, closing a stake of 250 shares — an estimated $6K sold.

Burt Wealth Advisors first reported a position in HSFC.PRB in Q1 2016 and held it in 1 quarter. The position peaked at $6K in Q1 2016. 0 funds tracked by Wall St. Rank hold HSFC.PRB as of Q2 2016.

  • Burt Wealth Advisors reported no remaining HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 250 HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B shares in Q2 2016, an estimated $6K.
  • Burt Wealth Advisors first reported a position in HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B position peaked at $6K in Q1 2016.
  • 0 funds tracked by Wall St. Rank held HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.