AC
THW

Avestar Capital’s abrdn World Healthcare Fund THW Stock Holding History

Avestar Capital’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
2018
Q2 		– Sell
-87
Closed -$1K – 997
2018
Q1 		$1K Hold
87
– – ﹤0.01% 777
2017
Q4 		$1K Buy
+87
New +$1.2K ﹤0.01% 723

Other funds holding THW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Avestar Capital's THW Position: Q2 2018 in Review

Avestar Capital sold out of abrdn World Healthcare Fund (THW) in Q2 2018, closing a stake of 87 shares — an estimated $1K sold.

Avestar Capital first reported a position in THW in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 47 funds tracked by Wall St. Rank hold THW as of Q2 2018.

  • Avestar Capital reported no remaining abrdn World Healthcare Fund position as of Q2 2018 after selling out during the quarter.
  • Avestar Capital sold 87 abrdn World Healthcare Fund shares in Q2 2018, an estimated $1K.
  • Avestar Capital first reported a position in abrdn World Healthcare Fund in Q4 2017 and held it in 2 quarters.
  • Avestar Capital's abrdn World Healthcare Fund position peaked at $1K in Q1 2018.
  • 47 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q2 2018.

Based on Avestar Capital's 13F filing for Q2 2018, filed 10 Aug 2018.