VFA
HSBC.PRA

Voya 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

Voya 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
Q1 		– Sell
-9,854
Closed -$263K – 661
2019
Q4 		$263K Buy
9,854
+18
+0.2% +$475 0.01% 545
2019
Q3 		$259K Buy
9,836
+15
+0.2% +$395 0.01% 528
2019
Q2 		$257K Buy
9,821
+16
+0.2% +$417 0.01% 528
2019
Q1 		$253K Sell
9,805
-1,285
-12% -$33.2K 0.01% 515
2018
Q4 		$285K Buy
11,090
+1,538
+16% +$39.5K 0.02% 440
2018
Q3 		$245K Buy
9,552
+15
+0.2% +$391 0.01% 515
2018
Q2 		$252K Buy
9,537
+953
+11% +$24.7K 0.02% 481
2018
Q1 		$220K Buy
+8,584
New +$222K 0.01% 506
2017
Q4 		– Sell
-7,783
Closed -$206K – 566
2017
Q3 		$206K Buy
7,783
+21
+0.3% +$553 0.01% 490
2017
Q2 		$205K Sell
7,762
-44
-0.6% -$1.15K 0.01% 477
2017
Q1 		$203K Buy
+7,806
New +$200K 0.02% 467
2016
Q4 		– Sell
-19,658
Closed -$506K – 471
2016
Q3 		$506K Buy
19,658
+900
+5% +$23.4K 0.05% 244
2016
Q2 		$482K Buy
18,758
+884
+5% +$22.7K 0.06% 225
2016
Q1 		$458K Buy
17,874
+7,429
+71% +$188K 0.06% 213
2015
Q4 		$267K Buy
+10,445
New +$267K 0.04% 280

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 $2.09B AUM 32.46% 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

Voya Financial Advisors's HSBC.PRA Position: Q1 2020 in Review

Voya 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 Q1 2020, closing a stake of 9,854 shares — an estimated $263K sold.

Voya Financial Advisors first reported a position in HSBC.PRA in Q4 2015 and held it in 15 quarters. The position peaked at $506K in Q3 2016. 32 funds tracked by Wall St. Rank hold HSBC.PRA as of Q1 2020.

  • Voya 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 Q1 2020 after selling out during the quarter.
  • Voya Financial Advisors sold 9,854 HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) shares in Q1 2020, an estimated $263K.
  • Voya 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 Q4 2015 and held it in 15 quarters.
  • Voya Financial Advisors's HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) position peaked at $506K in Q3 2016.
  • 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 Voya Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.