BCM
HQH

Blume Capital Management’s abrdn Healthcare Investors HQH Stock Holding History

Blume Capital Management’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
2015
Q1 		– Sell
-18
Closed -$1K – 303
2014
Q4 		$1K Sell
18
-1,004
-98% -$30.2K ﹤0.01% 289
2014
Q3 		$28K Sell
1,022
-512
-33% -$13.9K 0.02% 125
2014
Q2 		$40K Hold
1,534
– – 0.03% 110
2014
Q1 		$41K Sell
1,534
-409
-21% -$11.4K 0.03% 116
2013
Q4 		$51K Buy
+1,943
New +$47.6K 0.04% 109

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Blume Capital Management's HQH Position: Q1 2015 in Review

Blume Capital Management sold out of abrdn Healthcare Investors (HQH) in Q1 2015, closing a stake of 18 shares — an estimated $1K sold.

Blume Capital Management first reported a position in HQH in Q4 2013 and held it in 5 quarters. The position peaked at $51K in Q4 2013. 65 funds tracked by Wall St. Rank hold HQH as of Q1 2015.

  • Blume Capital Management reported no remaining abrdn Healthcare Investors position as of Q1 2015 after selling out during the quarter.
  • Blume Capital Management sold 18 abrdn Healthcare Investors shares in Q1 2015, an estimated $1K.
  • Blume Capital Management first reported a position in abrdn Healthcare Investors in Q4 2013 and held it in 5 quarters.
  • Blume Capital Management's abrdn Healthcare Investors position peaked at $51K in Q4 2013.
  • 65 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2015.

Based on Blume Capital Management's 13F filing for Q1 2015, filed 5 May 2015.