SPIA
HSBC.PRA

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

Steward Partners Investment Advisory’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
2020
Q1 		– Sell
-7,844
Closed -$210K – 2801
2019
Q4 		$210K Sell
7,844
-2,420
-24% -$63.8K 0.01% 870
2019
Q3 		$270K Buy
10,264
+1,244
+14% +$32.7K 0.01% 753
2019
Q2 		$236K Hold
9,020
– – 0.01% 764
2019
Q1 		$232K Buy
+9,020
New +$233K 0.01% 701
2018
Q4 		– Sell
-3,120
Closed -$80K – 2445
2018
Q3 		$80K Buy
3,120
+1,100
+54% +$28.7K ﹤0.01% 1007
2018
Q2 		$54K Buy
2,020
+500
+33% +$13K ﹤0.01% 1077
2018
Q1 		$39K Buy
1,520
+500
+49% +$12.9K ﹤0.01% 1093
2017
Q4 		$26K Buy
+1,020
New +$26.6K ﹤0.01% 1037
2017
Q3 		– Sell
-1,020
Closed -$26.9K – 872
2017
Q2 		$26K Buy
1,020
+600
+143% +$15.7K ﹤0.01% 798
2017
Q1 		$10K Buy
+420
New +$10.8K ﹤0.01% 957

Other funds holding HSBC.PRA

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
NCM
Noesis Capital Mangement Boca Raton, Florida $676M AUM 34.17% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Steward Partners Investment Advisory's HSBC.PRA Position: Q1 2020 in Review

Steward Partners Investment Advisory sold out of HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) (HSBC.PRA) in Q1 2020, closing a stake of 7,844 shares — an estimated $210K sold.

Steward Partners Investment Advisory first reported a position in HSBC.PRA in Q1 2017 and held it in 10 quarters. The position peaked at $270K in Q3 2019. 32 funds tracked by Wall St. Rank hold HSBC.PRA as of Q1 2020.

  • Steward Partners Investment Advisory reported no remaining HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) position as of Q1 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 7,844 HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) shares in Q1 2020, an estimated $210K.
  • Steward Partners Investment Advisory first reported a position in HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) in Q1 2017 and held it in 10 quarters.
  • Steward Partners Investment Advisory's HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) position peaked at $270K in Q3 2019.
  • 32 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 Q1 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2020, filed 29 Apr 2020.