Nelson Capital Management’s HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) HSBC.PRA Stock Holding History

Nelson Capital Management’s Portfolio HSBC.PRA Stock Details HSBC.PRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-500	Closed	-$13K	–	309
2019 Q3	$13K	Hold	500	–	–	﹤0.01%	241
2019 Q2	$13K	Hold	500	–	–	﹤0.01%	220
2019 Q1	$13K	Hold	500	–	–	﹤0.01%	203
2018 Q4	$13K	Hold	500	–	–	﹤0.01%	207
2018 Q3	$13K	Hold	500	–	–	﹤0.01%	199
2018 Q2	$13K	Hold	500	–	–	﹤0.01%	189
2018 Q1	$13K	Hold	500	–	–	﹤0.01%	198
2017 Q4	$13K	Hold	500	–	–	﹤0.01%	220
2017 Q3	$13K	Hold	500	–	–	﹤0.01%	201
2017 Q2	$13K	Hold	500	–	–	﹤0.01%	204
2017 Q1	$13K	Buy	+500	New	+$12.8K	﹤0.01%	205
2016 Q4	–	Sell	-500	Closed	-$13K	–	265
2016 Q3	$13K	Hold	500	–	–	﹤0.01%	201
2016 Q2	$13K	Hold	500	–	–	﹤0.01%	201
2016 Q1	$13K	Hold	500	–	–	﹤0.01%	190
2015 Q4	$13K	Hold	500	–	–	0.01%	188
2015 Q3	$13K	Hold	500	–	–	0.01%	184
2015 Q2	$13K	Hold	500	–	–	﹤0.01%	200
2015 Q1	$13K	Hold	500	–	–	﹤0.01%	200
2014 Q4	$13K	Hold	500	–	–	﹤0.01%	217
2014 Q3	$13K	Hold	500	–	–	﹤0.01%	220
2014 Q2	$13K	Hold	500	–	–	0.01%	221
2014 Q1	$13K	Hold	500	–	–	0.01%	187
2013 Q4	$12K	Hold	500	–	–	0.01%	173
2013 Q3	$12K	Hold	500	–	–	0.01%	171
2013 Q2	$12K	Buy	+500	New	+$12.7K	0.01%	171

Other funds holding HSBC.PRA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Nelson Capital Management's HSBC.PRA Position: Q4 2019 in Review

Nelson Capital Management sold out of HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) (HSBC.PRA) in Q4 2019, closing a stake of 500 shares — an estimated $13K sold.

Nelson Capital Management first reported a position in HSBC.PRA in Q2 2013 and held it in 25 quarters. The position peaked at $13K in Q3 2019. 121 funds tracked by Wall St. Rank hold HSBC.PRA as of Q4 2019.

Nelson Capital Management reported no remaining HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 500 HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) shares in Q4 2019, an estimated $13K.
Nelson Capital Management first reported a position in HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) in Q2 2013 and held it in 25 quarters.
Nelson Capital Management's HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) position peaked at $13K in Q3 2019.
121 funds tracked by Wall St. Rank held HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.