EIA
HUSI.PRD

Edgemoor Investment Advisors’s HSBC USA INC DP(RP1/4 PFD SR D HUSI.PRD Stock Holding History

Edgemoor Investment Advisors’s Portfolio HUSI.PRD Stock Details HUSI.PRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-67,139
Closed -$1.69M – 136
2013
Q2 		$1.69M Buy
+67,139
New +$1.69M 0.3% 74

Other funds holding HUSI.PRD

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return

Edgemoor Investment Advisors's HUSI.PRD Position: Q3 2013 in Review

Edgemoor Investment Advisors sold out of HSBC USA INC DP(RP1/4 PFD SR D (HUSI.PRD) in Q3 2013, closing a stake of 67,139 shares — an estimated $1.69M sold.

Edgemoor Investment Advisors first reported a position in HUSI.PRD in Q2 2013 and held it in 1 quarter. The position peaked at $1.69M in Q2 2013. 2 funds tracked by Wall St. Rank hold HUSI.PRD as of Q3 2013.

  • Edgemoor Investment Advisors reported no remaining HSBC USA INC DP(RP1/4 PFD SR D position as of Q3 2013 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 67,139 HSBC USA INC DP(RP1/4 PFD SR D shares in Q3 2013, an estimated $1.69M.
  • Edgemoor Investment Advisors first reported a position in HSBC USA INC DP(RP1/4 PFD SR D in Q2 2013 and held it in 1 quarter.
  • Edgemoor Investment Advisors's HSBC USA INC DP(RP1/4 PFD SR D position peaked at $1.69M in Q2 2013.
  • 2 funds tracked by Wall St. Rank held HSBC USA INC DP(RP1/4 PFD SR D as of Q3 2013.

Based on Edgemoor Investment Advisors's 13F filing for Q3 2013, filed 6 Nov 2013.