CFA
HQH

Cahill Financial Advisors’s abrdn Healthcare Investors HQH Stock Holding History

Cahill Financial Advisors’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
2019
Q2 		– Sell
-12,414
Closed -$255K – 157
2019
Q1 		$255K Buy
+12,414
New +$254K 0.11% 138
2015
Q3 		– Sell
-7,174
Closed -$250K – 110
2015
Q2 		$250K Buy
7,174
+48
+0.7% +$1.67K 0.19% 97
2015
Q1 		$243K Sell
7,126
-939
-12% -$31.5K 0.19% 92
2014
Q4 		$249K Buy
+8,065
New +$242K 0.19% 93

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cahill Financial Advisors's HQH Position: Q2 2019 in Review

Cahill Financial Advisors sold out of abrdn Healthcare Investors (HQH) in Q2 2019, closing a stake of 12,414 shares — an estimated $255K sold.

Cahill Financial Advisors first reported a position in HQH in Q4 2014 and held it in 4 quarters. The position peaked at $255K in Q1 2019. 88 funds tracked by Wall St. Rank hold HQH as of Q2 2019.

  • Cahill Financial Advisors reported no remaining abrdn Healthcare Investors position as of Q2 2019 after selling out during the quarter.
  • Cahill Financial Advisors sold 12,414 abrdn Healthcare Investors shares in Q2 2019, an estimated $255K.
  • Cahill Financial Advisors first reported a position in abrdn Healthcare Investors in Q4 2014 and held it in 4 quarters.
  • Cahill Financial Advisors's abrdn Healthcare Investors position peaked at $255K in Q1 2019.
  • 88 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2019.

Based on Cahill Financial Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.