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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
$181K Hold
2017
Q3
$185K Hold
2017
Q2
$185K Hold
2017
Q1
$181K Hold
2016
Q4
$176K Hold
2016
Q3
$180K Hold
2016
Q2
$182K Hold
2016
Q1
$179K Hold
2015
Q4
$179K Hold
2015
Q3
$177K Hold
2015
Q2
$177K Hold
2015
Q1
$179K Hold
2014
Q4
$180K Hold
2014
Q3
$176K Hold
2014
Q2
$177K Hold
2014
Q1
$178K Hold
2013
Q4
$173K Hold
2013
Q3
$173K Hold
2013
Q2
$174K Buy