Janney Montgomery Scott
HSFC.PRB

Janney Montgomery Scott’s HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B HSFC.PRB Stock Holding History

Janney Montgomery Scott’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
2015
Q2 		– Sell
-25,766
Closed -$656K – 2214
2015
Q1 		$656K Buy
25,766
+4,532
+21% +$115K 0.01% 1161
2014
Q4 		$538K Buy
21,234
+7,825
+58% +$198K 0.01% 1271
2014
Q3 		$336K Buy
+13,409
New +$337K 0.01% 1557

Other funds holding HSFC.PRB

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
HPBT
High Point Bank & Trust High Point, North Carolina $315M AUM 12.21% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Janney Montgomery Scott's HSFC.PRB Position: Q2 2015 in Review

Janney Montgomery Scott sold out of HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B (HSFC.PRB) in Q2 2015, closing a stake of 25,766 shares — an estimated $656K sold.

Janney Montgomery Scott first reported a position in HSFC.PRB in Q3 2014 and held it in 3 quarters. The position peaked at $656K in Q1 2015. 5 funds tracked by Wall St. Rank hold HSFC.PRB as of Q2 2015.

  • Janney Montgomery Scott reported no remaining HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B position as of Q2 2015 after selling out during the quarter.
  • Janney Montgomery Scott sold 25,766 HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B shares in Q2 2015, an estimated $656K.
  • Janney Montgomery Scott first reported a position in HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B in Q3 2014 and held it in 3 quarters.
  • Janney Montgomery Scott's HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B position peaked at $656K in Q1 2015.
  • 5 funds tracked by Wall St. Rank held HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B as of Q2 2015.

Based on Janney Montgomery Scott's 13F filing for Q2 2015, filed 4 Aug 2015.