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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
2017
Q4
$593K Hold
2017
Q3
$606K Hold
2017
Q2
$606K Hold
2017
Q1
$594K Sell
2016
Q4
$609K Hold
2016
Q3
$625K Hold
2016
Q2
$626K Hold
2016
Q1
$618K Hold
2015
Q4
$618K Hold
2015
Q3
$611K Hold
2015
Q2
$609K Hold
2015
Q1
$619K Hold
2014
Q4
$621K Hold
2014
Q3
$608K Hold
2014
Q2
$612K Sell
2014
Q1
$630K Hold
2013
Q4
$611K Sell
2013
Q3
$629K Hold
2013
Q2
$634K Buy