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

Wealthcare Advisory Partners’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	-4,600	Closed	-$124K	–	1621
2019 Q4	$124K	Hold	4,600	–	–	0.02%	364
2019 Q3	$121K	Hold	4,600	–	–	0.02%	346
2019 Q2	$121K	Sell	4,600 -200	-4%	-$5.22K	0.02%	346
2019 Q1	$124K	Hold	4,800	–	–	0.02%	305
2018 Q4	$124K	Hold	4,800	–	–	0.02%	274
2018 Q3	$123K	Hold	4,800	–	–	0.02%	298
2018 Q2	$128K	Hold	4,800	–	–	0.03%	289
2018 Q1	$124K	Hold	4,800	–	–	0.03%	246
2017 Q4	$124K	Hold	4,800	–	–	0.03%	229
2017 Q3	$127K	Buy	+4,800	New	+$126K	0.04%	190

Other funds holding HSBC.PRA

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 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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

Wealthcare Advisory Partners 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 4,600 shares — an estimated $124K sold.

Wealthcare Advisory Partners first reported a position in HSBC.PRA in Q3 2017 and held it in 10 quarters. The position peaked at $128K in Q2 2018. 32 funds tracked by Wall St. Rank hold HSBC.PRA as of Q1 2020.

Wealthcare Advisory Partners 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.
Wealthcare Advisory Partners sold 4,600 HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) shares in Q1 2020, an estimated $124K.
Wealthcare Advisory Partners first reported a position in HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) in Q3 2017 and held it in 10 quarters.
Wealthcare Advisory Partners's HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) position peaked at $128K in Q2 2018.
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 Wealthcare Advisory Partners's 13F filing for Q1 2020, filed 29 Apr 2020.