FineMark National Bank & Trust’s abrdn Healthcare Investors HQH Stock Holding History

FineMark National Bank & Trust’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
2017 Q1	–	Sell	-311	Closed	-$7K	–	645
2016 Q4	$7K	Buy	311 +100	+47%	+$2.23K	﹤0.01%	1015
2016 Q3	$5K	Hold	211	–	–	﹤0.01%	1058
2016 Q2	$5K	Hold	211	–	–	﹤0.01%	1073
2016 Q1	$5K	Buy	+211	New	+$5.02K	﹤0.01%	1037

Other funds holding HQH

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

NIM

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

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

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

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

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

RJA

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

FineMark National Bank & Trust's HQH Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of abrdn Healthcare Investors (HQH) in Q1 2017, closing a stake of 311 shares — an estimated $7K sold.

FineMark National Bank & Trust first reported a position in HQH in Q1 2016 and held it in 4 quarters. The position peaked at $7K in Q4 2016. 67 funds tracked by Wall St. Rank hold HQH as of Q1 2017.

FineMark National Bank & Trust reported no remaining abrdn Healthcare Investors position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 311 abrdn Healthcare Investors shares in Q1 2017, an estimated $7K.
FineMark National Bank & Trust first reported a position in abrdn Healthcare Investors in Q1 2016 and held it in 4 quarters.
FineMark National Bank & Trust's abrdn Healthcare Investors position peaked at $7K in Q4 2016.
67 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.