Certified Advisory Corp’s abrdn Life Sciences Investors HQL Stock Holding History

Certified Advisory Corp’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
2019 Q4	–	Sell	-507	Closed	-$8K	–	819
2019 Q3	$8K	Buy	507 +12	+2%	+$192	﹤0.01%	621
2019 Q2	$8K	Buy	495 +10	+2%	+$165	﹤0.01%	617
2019 Q1	$8K	Buy	485 +9	+2%	+$155	﹤0.01%	580
2018 Q4	$7K	Buy	476 +14	+3%	+$247	﹤0.01%	587
2018 Q3	$9K	Buy	462 +9	+2%	+$179	﹤0.01%	583
2018 Q2	$9K	Buy	453 +9	+2%	+$169	0.01%	553
2018 Q1	$8K	Buy	444 +10	+2%	+$200	﹤0.01%	539
2017 Q4	$8K	Buy	+434	New	+$8.69K	0.01%	501

Other funds holding HQL

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Certified Advisory Corp's HQL Position: Q4 2019 in Review

Certified Advisory Corp sold out of abrdn Life Sciences Investors (HQL) in Q4 2019, closing a stake of 507 shares — an estimated $8K sold.

Certified Advisory Corp first reported a position in HQL in Q4 2017 and held it in 8 quarters. The position peaked at $9K in Q3 2018. 69 funds tracked by Wall St. Rank hold HQL as of Q4 2019.

Certified Advisory Corp reported no remaining abrdn Life Sciences Investors position as of Q4 2019 after selling out during the quarter.
Certified Advisory Corp sold 507 abrdn Life Sciences Investors shares in Q4 2019, an estimated $8K.
Certified Advisory Corp first reported a position in abrdn Life Sciences Investors in Q4 2017 and held it in 8 quarters.
Certified Advisory Corp's abrdn Life Sciences Investors position peaked at $9K in Q3 2018.
69 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q4 2019.

Based on Certified Advisory Corp's 13F filing for Q4 2019, filed 29 Jan 2020.