GRP
HSBC.PRA

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

Global Retirement Partners’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
2019
Q4 		– Sell
-2,218
Closed -$58K – 1741
2019
Q3 		$58K Buy
2,218
+32
+1% +$842 0.01% 602
2019
Q2 		$57K Buy
2,186
+32
+1% +$835 0.01% 583
2019
Q1 		$56K Buy
2,154
+31
+1% +$801 0.01% 527
2018
Q4 		$55K Buy
2,123
+32
+2% +$821 0.01% 497
2018
Q3 		$54K Buy
2,091
+31
+2% +$808 0.01% 546
2018
Q2 		$55K Buy
2,060
+30
+1% +$778 0.01% 521
2018
Q1 		$52K Buy
2,030
+30
+2% +$776 0.01% 512
2017
Q4 		$52K Buy
+2,000
New +$52.2K 0.01% 488

Other funds holding HSBC.PRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Global Retirement Partners's HSBC.PRA Position: Q4 2019 in Review

Global Retirement Partners sold out of HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) (HSBC.PRA) in Q4 2019, closing a stake of 2,218 shares — an estimated $58K sold.

Global Retirement Partners first reported a position in HSBC.PRA in Q4 2017 and held it in 8 quarters. The position peaked at $58K in Q3 2019. 121 funds tracked by Wall St. Rank hold HSBC.PRA as of Q4 2019.

  • Global Retirement Partners reported no remaining HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) position as of Q4 2019 after selling out during the quarter.
  • Global Retirement Partners sold 2,218 HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) shares in Q4 2019, an estimated $58K.
  • Global Retirement Partners 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 8 quarters.
  • Global Retirement Partners's HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) position peaked at $58K in Q3 2019.
  • 121 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 Q4 2019.

Based on Global Retirement Partners's 13F filing for Q4 2019, filed 23 Jan 2020.