Wealthspire Advisors (New York)’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 (New York)’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 Q1	–	Sell	-55	Closed	-$1K	–	893
2018 Q4	$1K	Buy	+55	New	+$1.41K	﹤0.01%	866

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wealthspire Advisors (New York)'s HSBC.PRA Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) (HSBC.PRA) in Q1 2019, closing a stake of 55 shares — an estimated $1K sold.

Wealthspire Advisors (New York) first reported a position in HSBC.PRA in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 120 funds tracked by Wall St. Rank hold HSBC.PRA as of Q1 2019.

Wealthspire Advisors (New York) reported no remaining HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) position as of Q1 2019 after selling out during the quarter.
Wealthspire Advisors (New York) sold 55 HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) shares in Q1 2019, an estimated $1K.
Wealthspire Advisors (New York) first reported a position in HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) in Q4 2018 and held it in 1 quarter.
Wealthspire Advisors (New York)'s HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) position peaked at $1K in Q4 2018.
120 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 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.