AA
THW

Apriem Advisors’s abrdn World Healthcare Fund THW Stock Holding History

Apriem Advisors’s Portfolio THW Stock Details THW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-100
Closed -$1K – 741
2016
Q3 		$1K Buy
+100
New +$1.48K ﹤0.01% 572

Other funds holding THW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Apriem Advisors's THW Position: Q4 2016 in Review

Apriem Advisors sold out of abrdn World Healthcare Fund (THW) in Q4 2016, closing a stake of 100 shares — an estimated $1K sold.

Apriem Advisors first reported a position in THW in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 31 funds tracked by Wall St. Rank hold THW as of Q4 2016.

  • Apriem Advisors reported no remaining abrdn World Healthcare Fund position as of Q4 2016 after selling out during the quarter.
  • Apriem Advisors sold 100 abrdn World Healthcare Fund shares in Q4 2016, an estimated $1K.
  • Apriem Advisors first reported a position in abrdn World Healthcare Fund in Q3 2016 and held it in 1 quarter.
  • Apriem Advisors's abrdn World Healthcare Fund position peaked at $1K in Q3 2016.
  • 31 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q4 2016.

Based on Apriem Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.