DP
HQH

Denver PWM’s abrdn Healthcare Investors HQH Stock Holding History

Denver PWM’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
Q4 		– Sell
-157
Closed -$2.86K – 138
2019
Q3 		$2.86K Buy
+157
New +$3.03K ﹤0.01% 211

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 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
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Denver PWM's HQH Position: Q4 2019 in Review

Denver PWM sold out of abrdn Healthcare Investors (HQH) in Q4 2019, closing a stake of 157 shares — an estimated $2.86K sold.

Denver PWM first reported a position in HQH in Q3 2019 and held it in 1 quarter. The position peaked at $2.86K in Q3 2019. 98 funds tracked by Wall St. Rank hold HQH as of Q4 2019.

  • Denver PWM reported no remaining abrdn Healthcare Investors position as of Q4 2019 after selling out during the quarter.
  • Denver PWM sold 157 abrdn Healthcare Investors shares in Q4 2019, an estimated $2.86K.
  • Denver PWM first reported a position in abrdn Healthcare Investors in Q3 2019 and held it in 1 quarter.
  • Denver PWM's abrdn Healthcare Investors position peaked at $2.86K in Q3 2019.
  • 98 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2019.

Based on Denver PWM's 13F filing for Q4 2019, filed 8 Jan 2020.