B
HQH

Bridgeworth’s abrdn Healthcare Investors HQH Stock Holding History

Bridgeworth’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
2018
Q3 		– Sell
-87
Closed -$1K – 302
2018
Q2 		$1K Buy
+87
New +$1.85K ﹤0.01% 590

Other funds holding HQH

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
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Bridgeworth's HQH Position: Q3 2018 in Review

Bridgeworth sold out of abrdn Healthcare Investors (HQH) in Q3 2018, closing a stake of 87 shares — an estimated $1K sold.

Bridgeworth first reported a position in HQH in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 93 funds tracked by Wall St. Rank hold HQH as of Q3 2018.

  • Bridgeworth reported no remaining abrdn Healthcare Investors position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 87 abrdn Healthcare Investors shares in Q3 2018, an estimated $1K.
  • Bridgeworth first reported a position in abrdn Healthcare Investors in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's abrdn Healthcare Investors position peaked at $1K in Q2 2018.
  • 93 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.