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

Winslow Evans & Crocker’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	-400	Closed	-$12K	–	1190
2019 Q4	$12K	Hold	400	–	–	﹤0.01%	802
2019 Q3	$12K	Hold	400	–	–	﹤0.01%	786
2019 Q2	$12K	Hold	400	–	–	﹤0.01%	801
2019 Q1	$12K	Hold	400	–	–	﹤0.01%	796
2018 Q4	$12K	Hold	400	–	–	﹤0.01%	755
2018 Q3	$12K	Hold	400	–	–	﹤0.01%	781
2018 Q2	$12K	Hold	400	–	–	﹤0.01%	784
2018 Q1	$10.3K	Hold	400	–	–	﹤0.01%	780
2017 Q4	$10.3K	Hold	400	–	–	﹤0.01%	801
2017 Q3	$10.6K	Hold	400	–	–	﹤0.01%	814
2017 Q2	$10.6K	Hold	400	–	–	﹤0.01%	901
2017 Q1	$10.4K	Hold	400	–	–	﹤0.01%	887
2016 Q4	$10.1K	Hold	400	–	–	﹤0.01%	879
2016 Q3	$10.3K	Hold	400	–	–	﹤0.01%	898
2016 Q2	$10.4K	Hold	400	–	–	﹤0.01%	867
2016 Q1	$10.2K	Hold	400	–	–	﹤0.01%	873
2015 Q4	$10.2K	Hold	400	–	–	﹤0.01%	904
2015 Q3	$10.1K	Hold	400	–	–	﹤0.01%	885
2015 Q2	$10.1K	Hold	400	–	–	﹤0.01%	928
2015 Q1	$10.3K	Hold	400	–	–	﹤0.01%	874
2014 Q4	$10.3K	Hold	400	–	–	﹤0.01%	878
2014 Q3	$10.1K	Hold	400	–	–	﹤0.01%	892
2014 Q2	$10.1K	Hold	400	–	–	﹤0.01%	848
2014 Q1	$10.2K	Buy	+400	New	+$10K	﹤0.01%	839

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

Winslow Evans & Crocker's HSBC.PRA Position: Q1 2020 in Review

Winslow Evans & Crocker 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 400 shares — an estimated $12K sold.

Winslow Evans & Crocker first reported a position in HSBC.PRA in Q1 2014 and held it in 24 quarters. The position peaked at $12K in Q4 2019. 32 funds tracked by Wall St. Rank hold HSBC.PRA as of Q1 2020.

Winslow Evans & Crocker 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.
Winslow Evans & Crocker sold 400 HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) shares in Q1 2020, an estimated $12K.
Winslow Evans & Crocker first reported a position in HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) in Q1 2014 and held it in 24 quarters.
Winslow Evans & Crocker's HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) position peaked at $12K in Q4 2019.
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 Winslow Evans & Crocker's 13F filing for Q1 2020, filed 20 Apr 2020.