UCFA
HSBC.PRA

United Capital 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

United Capital 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
2020
Q2 		– Sell
-10,458
Closed -$262K – 1274
2020
Q1 		$262K Buy
10,458
+1,621
+18% +$42.3K ﹤0.01% 1002
2019
Q4 		$238K Buy
8,837
+18
+0.2% +$475 ﹤0.01% 1236
2019
Q3 		$232K Buy
8,819
+19
+0.2% +$500 ﹤0.01% 1148
2019
Q2 		$231K Buy
+8,800
New +$230K ﹤0.01% 1320

Other funds holding HSBC.PRA

DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.09B AUM 32.46% 1-Year Est. Return
NCM
Noesis Capital Mangement Boca Raton, Florida $676M AUM 34.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
HKIM
Hayek Kallen Investment Management Fairhope, Alabama $307M AUM 18.5% 1-Year Est. Return
RMC
Resources Management Corp West Hartford, Connecticut $753M AUM 20.77% 1-Year Est. Return
JGIA
Jackson Grant Investment Advisers Stamford, Connecticut $300M AUM 13.94% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

United Capital Financial Advisors's HSBC.PRA Position: Q2 2020 in Review

United Capital 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 Q2 2020, closing a stake of 10,458 shares — an estimated $262K sold.

United Capital Financial Advisors first reported a position in HSBC.PRA in Q2 2019 and held it in 4 quarters. The position peaked at $262K in Q1 2020. 10 funds tracked by Wall St. Rank hold HSBC.PRA as of Q2 2020.

  • United Capital 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 Q2 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,458 HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) shares in Q2 2020, an estimated $262K.
  • United Capital 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 2019 and held it in 4 quarters.
  • United Capital Financial Advisors's HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) position peaked at $262K in Q1 2020.
  • 10 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 Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.