Creative Planning
HQL

Creative Planning’s abrdn Life Sciences Investors HQL Stock Holding History

Creative Planning’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
2021
Q3 		– Sell
-9,919
Closed -$213K – 2163
2021
Q2 		$213K Buy
+9,919
New +$200K ﹤0.01% 1772
2018
Q4 		– Sell
-13,532
Closed -$276K – 2008
2018
Q3 		$276K Buy
13,532
+1,958
+17% +$38.9K ﹤0.01% 1456
2018
Q2 		$217K Buy
11,574
+124
+1% +$2.33K ﹤0.01% 1592
2018
Q1 		$220K Sell
11,450
-1,234
-10% -$24.7K ﹤0.01% 1543
2017
Q4 		$249K Buy
12,684
+1,585
+14% +$31.7K ﹤0.01% 1458
2017
Q3 		$238K Sell
11,099
-1,613
-13% -$34.3K ﹤0.01% 1471
2017
Q2 		$265K Sell
12,712
-674
-5% -$13.6K ﹤0.01% 1361
2017
Q1 		$260K Sell
13,386
-556
-4% -$10.3K ﹤0.01% 1346
2016
Q4 		$237K Buy
13,942
+4,528
+48% +$79.5K ﹤0.01% 1321
2016
Q3 		$176K Buy
9,414
+714
+8% +$13.5K ﹤0.01% 1467
2016
Q2 		$150K Sell
8,700
-1,850
-18% -$34.1K ﹤0.01% 1421
2016
Q1 		$189K Buy
10,550
+5,508
+109% +$100K ﹤0.01% 1238
2015
Q4 		$119K Sell
5,042
-181
-3% -$4.49K ﹤0.01% 1526
2015
Q3 		$118K Buy
+5,223
New +$146K ﹤0.01% 1502
2015
Q2 		– Sell
-1,447
Closed -$40K – 1915
2015
Q1 		$40K Buy
1,447
+25
+2% +$682 ﹤0.01% 2178
2014
Q4 		$35K Buy
1,422
+26
+2% +$624 ﹤0.01% 2234
2014
Q3 		$31K Sell
1,396
-8
-0.6% -$174 ﹤0.01% 2222
2014
Q2 		$29K Sell
1,404
-214
-13% -$4.49K ﹤0.01% 2250
2014
Q1 		$35K Buy
1,618
+99
+7% +$2.2K ﹤0.01% 2027
2013
Q4 		$31K Buy
1,519
+229
+18% +$4.44K ﹤0.01% 1927
2013
Q3 		$25K Sell
1,290
-577
-31% -$11.1K ﹤0.01% 1964
2013
Q2 		$33K Buy
+1,867
New +$33.7K ﹤0.01% 1617

Other funds holding HQL

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Creative Planning's HQL Position: Q3 2021 in Review

Creative Planning sold out of abrdn Life Sciences Investors (HQL) in Q3 2021, closing a stake of 9,919 shares — an estimated $213K sold.

Creative Planning first reported a position in HQL in Q2 2013 and held it in 22 quarters. The position peaked at $276K in Q3 2018. 67 funds tracked by Wall St. Rank hold HQL as of Q3 2021.

  • Creative Planning reported no remaining abrdn Life Sciences Investors position as of Q3 2021 after selling out during the quarter.
  • Creative Planning sold 9,919 abrdn Life Sciences Investors shares in Q3 2021, an estimated $213K.
  • Creative Planning first reported a position in abrdn Life Sciences Investors in Q2 2013 and held it in 22 quarters.
  • Creative Planning's abrdn Life Sciences Investors position peaked at $276K in Q3 2018.
  • 67 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q3 2021.

Based on Creative Planning's 13F filing for Q3 2021, filed 10 Nov 2021.