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

KCM 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
2015 Q2	–	Sell	-30,138	Closed	-$766K	–	564
2015 Q1	$766K	Buy	30,138 +6,238	+26%	+$158K	0.06%	280
2014 Q4	$604K	Buy	23,900 +7,937	+50%	+$200K	0.05%	307
2014 Q3	$401K	Sell	15,963 -817	-5%	-$20.7K	0.04%	362
2014 Q2	$420K	Sell	16,780 -900	-5%	-$22.6K	0.04%	348
2014 Q1	$441K	Sell	17,680 -720	-4%	-$17.9K	0.05%	310
2013 Q4	$463K	Buy	18,400 +3,400	+23%	+$84.5K	0.05%	294
2013 Q3	$375K	Sell	15,000 -1,900	-11%	-$47.4K	0.04%	327
2013 Q2	$424K	Buy	+16,900	New	+$426K	0.05%	309

KCM Investment Advisors's HUSI.PRD Position: Q2 2015 in Review

KCM Investment Advisors sold out of HSBC USA INC DP(RP1/4 PFD SR D (HUSI.PRD) in Q2 2015, closing a stake of 30,138 shares — an estimated $766K sold.

KCM Investment Advisors first reported a position in HUSI.PRD in Q2 2013 and held it in 8 quarters. The position peaked at $766K in Q1 2015. 0 funds tracked by Wall St. Rank hold HUSI.PRD as of Q2 2015.

KCM Investment Advisors reported no remaining HSBC USA INC DP(RP1/4 PFD SR D position as of Q2 2015 after selling out during the quarter.
KCM Investment Advisors sold 30,138 HSBC USA INC DP(RP1/4 PFD SR D shares in Q2 2015, an estimated $766K.
KCM Investment Advisors first reported a position in HSBC USA INC DP(RP1/4 PFD SR D in Q2 2013 and held it in 8 quarters.
KCM Investment Advisors's HSBC USA INC DP(RP1/4 PFD SR D position peaked at $766K in Q1 2015.
0 funds tracked by Wall St. Rank held HSBC USA INC DP(RP1/4 PFD SR D as of Q2 2015.

Based on KCM Investment Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.