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

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-500	Closed	-$13K	–	2373
2019 Q1	$13K	Hold	500	–	–	﹤0.01%	1441
2018 Q4	$13K	Hold	500	–	–	﹤0.01%	1387
2018 Q3	$13K	Hold	500	–	–	﹤0.01%	1448
2018 Q2	$13K	Buy	+500	New	+$13K	﹤0.01%	1465
2017 Q1	–	Sell	-500	Closed	-$13K	–	2060
2016 Q4	$13K	Hold	500	–	–	﹤0.01%	1148
2016 Q3	$13K	Hold	500	–	–	﹤0.01%	1189
2016 Q2	$13K	Hold	500	–	–	﹤0.01%	1144
2016 Q1	$13K	Hold	500	–	–	﹤0.01%	1131
2015 Q4	$13K	Buy	+500	New	+$12.8K	﹤0.01%	1127

Other funds holding HSBC.PRA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HSBC.PRA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) (HSBC.PRA) in Q2 2019, closing a stake of 500 shares — an estimated $13K sold.

Wealthspire Advisors (Maryland) first reported a position in HSBC.PRA in Q4 2015 and held it in 9 quarters. The position peaked at $13K in Q1 2019. 112 funds tracked by Wall St. Rank hold HSBC.PRA as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 500 HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) shares in Q2 2019, an estimated $13K.
Wealthspire Advisors (Maryland) 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 9 quarters.
Wealthspire Advisors (Maryland)'s HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) position peaked at $13K in Q1 2019.
112 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 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.