MCM
HSFC.PRB

McGlinn Capital Management’s HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B HSFC.PRB Stock Holding History

McGlinn Capital Management’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
2013
Q3 		– Sell
-2,000
Closed -$50K – 70
2013
Q2 		$50K Buy
+2,000
New +$50.5K 0.14% 56

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
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
HPBT
High Point Bank & Trust High Point, North Carolina $315M AUM 12.21% 1-Year Est. Return

McGlinn Capital Management's HSFC.PRB Position: Q3 2013 in Review

McGlinn Capital Management sold out of HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B (HSFC.PRB) in Q3 2013, closing a stake of 2,000 shares — an estimated $50K sold.

McGlinn Capital Management first reported a position in HSFC.PRB in Q2 2013 and held it in 1 quarter. The position peaked at $50K in Q2 2013. 6 funds tracked by Wall St. Rank hold HSFC.PRB as of Q3 2013.

  • McGlinn Capital Management reported no remaining HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B position as of Q3 2013 after selling out during the quarter.
  • McGlinn Capital Management sold 2,000 HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B shares in Q3 2013, an estimated $50K.
  • McGlinn Capital Management first reported a position in HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B in Q2 2013 and held it in 1 quarter.
  • McGlinn Capital Management's HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B position peaked at $50K in Q2 2013.
  • 6 funds tracked by Wall St. Rank held HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B as of Q3 2013.

Based on McGlinn Capital Management's 13F filing for Q3 2013, filed 5 Nov 2013.