TFA
HSBC.PRA

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

Transamerica Financial Advisors’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
2013
Q4 		– Sell
-200
Closed -$5K – 645
2013
Q3 		$5K Hold
200
– – ﹤0.01% 498
2013
Q2 		$5K Buy
+200
New +$5.07K ﹤0.01% 477

Other funds holding HSBC.PRA

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Transamerica Financial Advisors's HSBC.PRA Position: Q4 2013 in Review

Transamerica Financial Advisors sold out of HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) (HSBC.PRA) in Q4 2013, closing a stake of 200 shares — an estimated $5K sold.

Transamerica Financial Advisors first reported a position in HSBC.PRA in Q2 2013 and held it in 2 quarters. The position peaked at $5K in Q3 2013. 100 funds tracked by Wall St. Rank hold HSBC.PRA as of Q4 2013.

  • Transamerica Financial Advisors reported no remaining HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) position as of Q4 2013 after selling out during the quarter.
  • Transamerica Financial Advisors sold 200 HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) shares in Q4 2013, an estimated $5K.
  • Transamerica Financial Advisors 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 2 quarters.
  • Transamerica Financial Advisors's HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) position peaked at $5K in Q3 2013.
  • 100 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 2013.

Based on Transamerica Financial Advisors's 13F filing for Q4 2013, filed 21 Jan 2014.