AG
HQH

Advisor Group’s abrdn Healthcare Investors HQH Stock Holding History

Advisor Group’s Portfolio HQH Stock Details HQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$700K Buy
33,558
+8,093
+32% +$160K ﹤0.01% 1439
2019
Q3 		$467K Buy
25,465
+20
+0.1% +$385 ﹤0.01% 1669
2019
Q2 		$510K Buy
25,445
+1,280
+5% +$25.3K ﹤0.01% 1592
2019
Q1 		$497K Buy
24,165
+1,398
+6% +$28.6K ﹤0.01% 1595
2018
Q4 		$409K Buy
22,767
+9,684
+74% +$198K ﹤0.01% 1556
2018
Q3 		$303K Buy
13,083
+6,014
+85% +$136K ﹤0.01% 1855
2018
Q2 		$152K Sell
7,069
-5,307
-43% -$113K ﹤0.01% 2182
2018
Q1 		$266K Sell
12,376
-959
-7% -$22.1K ﹤0.01% 1770
2017
Q4 		$300K Buy
13,335
+2,720
+26% +$63.6K ﹤0.01% 1690
2017
Q3 		$268K Buy
10,615
+97
+0.9% +$2.44K ﹤0.01% 1618
2017
Q2 		$264K Buy
10,518
+30
+0.3% +$743 ﹤0.01% 1579
2017
Q1 		$253K Sell
10,488
-3,536
-25% -$83K 0.01% 1488
2016
Q4 		$297K Sell
14,024
-1,549
-10% -$34.5K 0.01% 1310
2016
Q3 		$371K Sell
15,573
-75
-0.5% -$1.89K 0.01% 1140
2016
Q2 		$365K Buy
+15,648
New +$388K 0.01% 1085

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Advisor Group's HQH Position: Q4 2019 in Review

Advisor Group increased its abrdn Healthcare Investors (HQH) stake by 32% in Q4 2019, buying an estimated $160K and bringing the position to 33,558 shares worth $700K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Advisor Group first reported a position in HQH in Q2 2016 and has held it in 15 quarters since. 98 funds tracked by Wall St. Rank hold HQH as of Q4 2019.

  • Advisor Group held 33,558 shares of abrdn Healthcare Investors worth $700K as of Q4 2019.
  • Advisor Group bought 8,093 abrdn Healthcare Investors shares in Q4 2019, an estimated $160K.
  • abrdn Healthcare Investors made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1439 holding.
  • Advisor Group first reported a position in abrdn Healthcare Investors in Q2 2016 and has held it in 15 quarters since.
  • 98 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.