JIR
HUSI.PRH

James Investment Research’s HSBC USA, INC. DEP SH REP 1/40TH PFD SERS H HUSI.PRH Stock Holding History

James Investment Research’s Portfolio HUSI.PRH Stock Details HUSI.PRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-2,500
Closed -$63K – 511
2015
Q2 		$63K Hold
2,500
– – ﹤0.01% 345
2015
Q1 		$63K Hold
2,500
– – ﹤0.01% 363
2014
Q4 		$63K Hold
2,500
– – ﹤0.01% 367
2014
Q3 		$63K Hold
2,500
– – ﹤0.01% 377
2014
Q2 		$64K Hold
2,500
– – ﹤0.01% 364
2014
Q1 		$63K Hold
2,500
– – ﹤0.01% 366
2013
Q4 		$60K Hold
2,500
– – ﹤0.01% 365
2013
Q3 		$60K Buy
+2,500
New +$61.7K ﹤0.01% 357

Other funds holding HUSI.PRH

PAM
Private Asset Management San Diego, California $426M AUM 20.27% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

James Investment Research's HUSI.PRH Position: Q3 2015 in Review

James Investment Research sold out of HSBC USA, INC. DEP SH REP 1/40TH PFD SERS H (HUSI.PRH) in Q3 2015, closing a stake of 2,500 shares — an estimated $63K sold.

James Investment Research first reported a position in HUSI.PRH in Q3 2013 and held it in 8 quarters. The position peaked at $64K in Q2 2014. 3 funds tracked by Wall St. Rank hold HUSI.PRH as of Q3 2015.

  • James Investment Research reported no remaining HSBC USA, INC. DEP SH REP 1/40TH PFD SERS H position as of Q3 2015 after selling out during the quarter.
  • James Investment Research sold 2,500 HSBC USA, INC. DEP SH REP 1/40TH PFD SERS H shares in Q3 2015, an estimated $63K.
  • James Investment Research first reported a position in HSBC USA, INC. DEP SH REP 1/40TH PFD SERS H in Q3 2013 and held it in 8 quarters.
  • James Investment Research's HSBC USA, INC. DEP SH REP 1/40TH PFD SERS H position peaked at $64K in Q2 2014.
  • 3 funds tracked by Wall St. Rank held HSBC USA, INC. DEP SH REP 1/40TH PFD SERS H as of Q3 2015.

Based on James Investment Research's 13F filing for Q3 2015, filed 5 Oct 2015.