KIA
HUSI.PRH

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

KCM Investment Advisors’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
2013
Q4 		– Sell
-9,291
Closed -$223K – 459
2013
Q3 		$223K Sell
9,291
-5,071
-35% -$125K 0.03% 403
2013
Q2 		$360K Buy
+14,362
New +$365K 0.04% 332

Other funds holding HUSI.PRH

JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return

KCM Investment Advisors's HUSI.PRH Position: Q4 2013 in Review

KCM Investment Advisors sold out of HSBC USA, INC. DEP SH REP 1/40TH PFD SERS H (HUSI.PRH) in Q4 2013, closing a stake of 9,291 shares — an estimated $223K sold.

KCM Investment Advisors first reported a position in HUSI.PRH in Q2 2013 and held it in 2 quarters. The position peaked at $360K in Q2 2013. 2 funds tracked by Wall St. Rank hold HUSI.PRH as of Q4 2013.

  • KCM Investment Advisors reported no remaining HSBC USA, INC. DEP SH REP 1/40TH PFD SERS H position as of Q4 2013 after selling out during the quarter.
  • KCM Investment Advisors sold 9,291 HSBC USA, INC. DEP SH REP 1/40TH PFD SERS H shares in Q4 2013, an estimated $223K.
  • KCM Investment Advisors first reported a position in HSBC USA, INC. DEP SH REP 1/40TH PFD SERS H in Q2 2013 and held it in 2 quarters.
  • KCM Investment Advisors's HSBC USA, INC. DEP SH REP 1/40TH PFD SERS H position peaked at $360K in Q2 2013.
  • 2 funds tracked by Wall St. Rank held HSBC USA, INC. DEP SH REP 1/40TH PFD SERS H as of Q4 2013.

Based on KCM Investment Advisors's 13F filing for Q4 2013, filed 10 Feb 2014.