BWM
HQL

Baystate Wealth Management’s abrdn Life Sciences Investors HQL Stock Holding History

Baystate Wealth Management’s Portfolio HQL Stock Details HQL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-188
Closed -$3K – 680
2020
Q2 		$3K Buy
+188
New +$3.22K ﹤0.01% 500

Other funds holding HQL

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Baystate Wealth Management's HQL Position: Q3 2020 in Review

Baystate Wealth Management sold out of abrdn Life Sciences Investors (HQL) in Q3 2020, closing a stake of 188 shares — an estimated $3K sold.

Baystate Wealth Management first reported a position in HQL in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 62 funds tracked by Wall St. Rank hold HQL as of Q3 2020.

  • Baystate Wealth Management reported no remaining abrdn Life Sciences Investors position as of Q3 2020 after selling out during the quarter.
  • Baystate Wealth Management sold 188 abrdn Life Sciences Investors shares in Q3 2020, an estimated $3K.
  • Baystate Wealth Management first reported a position in abrdn Life Sciences Investors in Q2 2020 and held it in 1 quarter.
  • Baystate Wealth Management's abrdn Life Sciences Investors position peaked at $3K in Q2 2020.
  • 62 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q3 2020.

Based on Baystate Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.