DWM
HQH

Doyle Wealth Management’s abrdn Healthcare Investors HQH Stock Holding History

Doyle Wealth Management’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
Q1 		– Sell
-1,118
Closed -$20K – 406
2018
Q4 		$20K Buy
+1,118
New +$22.9K ﹤0.01% 510

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Doyle Wealth Management's HQH Position: Q1 2019 in Review

Doyle Wealth Management sold out of abrdn Healthcare Investors (HQH) in Q1 2019, closing a stake of 1,118 shares — an estimated $20K sold.

Doyle Wealth Management first reported a position in HQH in Q4 2018 and held it in 1 quarter. The position peaked at $20K in Q4 2018. 91 funds tracked by Wall St. Rank hold HQH as of Q1 2019.

  • Doyle Wealth Management reported no remaining abrdn Healthcare Investors position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,118 abrdn Healthcare Investors shares in Q1 2019, an estimated $20K.
  • Doyle Wealth Management first reported a position in abrdn Healthcare Investors in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's abrdn Healthcare Investors position peaked at $20K in Q4 2018.
  • 91 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.