OIA
HSFC.PRB

Optimum Investment Advisors’s HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B HSFC.PRB Stock Holding History

Optimum Investment Advisors’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
2015
Q1 		$102K Hold
4,000
– – 0.03% 373
2014
Q4 		$101K Hold
4,000
– – 0.03% 367
2014
Q3 		$102K Buy
+4,000
New +$101K 0.03% 347

Other funds holding HSFC.PRB

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
HPBT
High Point Bank & Trust High Point, North Carolina $315M AUM 12.21% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Optimum Investment Advisors's HSFC.PRB Position: Q1 2015 in Review

Optimum Investment Advisors held its HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B (HSFC.PRB) position steady in Q1 2015 at 4,000 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #373.

Optimum Investment Advisors first reported a position in HSFC.PRB in Q3 2014 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold HSFC.PRB as of Q1 2015.

  • Optimum Investment Advisors held 4,000 shares of HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B worth $102K as of Q1 2015.
  • Optimum Investment Advisors left its HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B share count unchanged in Q1 2015.
  • HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B made up 0.03% of Optimum Investment Advisors's portfolio in Q1 2015, its #373 holding.
  • Optimum Investment Advisors first reported a position in HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B in Q3 2014 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held HSBC FINANCE CORP DEP SHS RPTNG 1/40 PFD SER B as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.