FFW
HQH

Fusion Family Wealth’s abrdn Healthcare Investors HQH Stock Holding History

Fusion Family Wealth’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
Q3 		– Sell
-3
Closed -$1K – 263
2017
Q2 		$1K Hold
3
– – ﹤0.01% 267
2017
Q1 		$1K Hold
3
– – ﹤0.01% 290
2016
Q4 		$1K Buy
+3
New +$67 ﹤0.01% 362

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fusion Family Wealth's HQH Position: Q3 2017 in Review

Fusion Family Wealth sold out of abrdn Healthcare Investors (HQH) in Q3 2017, closing a stake of 3 shares — an estimated $1K sold.

Fusion Family Wealth first reported a position in HQH in Q4 2016 and held it in 3 quarters. The position peaked at $1K in Q2 2017. 72 funds tracked by Wall St. Rank hold HQH as of Q3 2017.

  • Fusion Family Wealth reported no remaining abrdn Healthcare Investors position as of Q3 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 3 abrdn Healthcare Investors shares in Q3 2017, an estimated $1K.
  • Fusion Family Wealth first reported a position in abrdn Healthcare Investors in Q4 2016 and held it in 3 quarters.
  • Fusion Family Wealth's abrdn Healthcare Investors position peaked at $1K in Q2 2017.
  • 72 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q3 2017.

Based on Fusion Family Wealth's 13F filing for Q3 2017, filed 30 Oct 2017.