Financial Counselors Inc’s abrdn Healthcare Investors HQH Stock Holding History

Financial Counselors Inc’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
2021 Q2	–	Sell	-10,000	Closed	-$244K	–	538
2021 Q1	$244K	Hold	10,000	–	–	0.01%	482
2020 Q4	$238K	Hold	10,000	–	–	0.01%	480
2020 Q3	$206K	Hold	10,000	–	–	0.01%	470
2020 Q2	$213K	Hold	10,000	–	–	0.01%	470
2020 Q1	$178K	Hold	10,000	–	–	0.01%	435
2019 Q4	$209K	Hold	10,000	–	–	0.01%	510
2019 Q3	$183K	Hold	10,000	–	–	0.01%	511
2019 Q2	$201K	Hold	10,000	–	–	0.01%	494
2019 Q1	$205K	Hold	10,000	–	–	0.01%	488
2018 Q4	$180K	Sell	10,000 -425	-4%	-$8.7K	0.01%	439
2018 Q3	$241K	Hold	10,425	–	–	0.01%	444
2018 Q2	$224K	Hold	10,425	–	–	0.01%	450
2018 Q1	$224K	Sell	10,425 -5,317	-34%	-$122K	0.01%	434
2017 Q4	$355K	Buy	+15,742	New	+$368K	0.02%	378

Other funds holding HQH

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

NIM

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Counselors Inc's HQH Position: Q2 2021 in Review

Financial Counselors Inc sold out of abrdn Healthcare Investors (HQH) in Q2 2021, closing a stake of 10,000 shares — an estimated $244K sold.

Financial Counselors Inc first reported a position in HQH in Q4 2017 and held it in 14 quarters. The position peaked at $355K in Q4 2017. 113 funds tracked by Wall St. Rank hold HQH as of Q2 2021.

Financial Counselors Inc reported no remaining abrdn Healthcare Investors position as of Q2 2021 after selling out during the quarter.
Financial Counselors Inc sold 10,000 abrdn Healthcare Investors shares in Q2 2021, an estimated $244K.
Financial Counselors Inc first reported a position in abrdn Healthcare Investors in Q4 2017 and held it in 14 quarters.
Financial Counselors Inc's abrdn Healthcare Investors position peaked at $355K in Q4 2017.
113 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2021.

Based on Financial Counselors Inc's 13F filing for Q2 2021, filed 3 Aug 2021.