KCM Investment Advisors’s HSBC USA INC DEP SHS REPSTG 1/40 PRD SER G HUSI.PRG Stock Holding History

KCM Investment Advisors’s Portfolio HUSI.PRG Stock Details HUSI.PRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-11,674	Closed	-$280K	–	442
2013 Q2	$280K	Buy	+11,674	New	+$286K	0.03%	364

Other funds holding HUSI.PRG

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

GLRA

Gerald L. Ray & Associates Dallas, Texas $802M AUM 21.01% 1-Year Est. Return

KCM Investment Advisors's HUSI.PRG Position: Q3 2013 in Review

KCM Investment Advisors sold out of HSBC USA INC DEP SHS REPSTG 1/40 PRD SER G (HUSI.PRG) in Q3 2013, closing a stake of 11,674 shares — an estimated $280K sold.

KCM Investment Advisors first reported a position in HUSI.PRG in Q2 2013 and held it in 1 quarter. The position peaked at $280K in Q2 2013. 2 funds tracked by Wall St. Rank hold HUSI.PRG as of Q3 2013.

KCM Investment Advisors reported no remaining HSBC USA INC DEP SHS REPSTG 1/40 PRD SER G position as of Q3 2013 after selling out during the quarter.
KCM Investment Advisors sold 11,674 HSBC USA INC DEP SHS REPSTG 1/40 PRD SER G shares in Q3 2013, an estimated $280K.
KCM Investment Advisors first reported a position in HSBC USA INC DEP SHS REPSTG 1/40 PRD SER G in Q2 2013 and held it in 1 quarter.
KCM Investment Advisors's HSBC USA INC DEP SHS REPSTG 1/40 PRD SER G position peaked at $280K in Q2 2013.
2 funds tracked by Wall St. Rank held HSBC USA INC DEP SHS REPSTG 1/40 PRD SER G as of Q3 2013.

Based on KCM Investment Advisors's 13F filing for Q3 2013, filed 14 Nov 2013.