GSWM
HQH

Golden State Wealth Management’s abrdn Healthcare Investors HQH Stock Holding History

Golden State 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
Q4 		– Sell
-4,750
Closed -$87K – 436
2019
Q3 		$87K Sell
4,750
-907
-16% -$17.5K 0.03% 333
2019
Q2 		$113K Buy
5,657
+624
+12% +$12.3K 0.04% 315
2019
Q1 		$103K Buy
+5,033
New +$103K 0.03% 319

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

Golden State Wealth Management's HQH Position: Q4 2019 in Review

Golden State Wealth Management sold out of abrdn Healthcare Investors (HQH) in Q4 2019, closing a stake of 4,750 shares — an estimated $87K sold.

Golden State Wealth Management first reported a position in HQH in Q1 2019 and held it in 3 quarters. The position peaked at $113K in Q2 2019. 98 funds tracked by Wall St. Rank hold HQH as of Q4 2019.

  • Golden State Wealth Management reported no remaining abrdn Healthcare Investors position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 4,750 abrdn Healthcare Investors shares in Q4 2019, an estimated $87K.
  • Golden State Wealth Management first reported a position in abrdn Healthcare Investors in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's abrdn Healthcare Investors position peaked at $113K in Q2 2019.
  • 98 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.