IBEX Wealth Advisors’s abrdn Healthcare Investors HQH Stock Holding History

IBEX Wealth Advisors’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 Q3	–	Sell	-53	Closed	-$1K	–	198
2019 Q2	$1K	Buy	+53	New	+$1.05K	﹤0.01%	409

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

RJFSA

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

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

RJA

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

IBEX Wealth Advisors's HQH Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of abrdn Healthcare Investors (HQH) in Q3 2019, closing a stake of 53 shares — an estimated $1K sold.

IBEX Wealth Advisors first reported a position in HQH in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 93 funds tracked by Wall St. Rank hold HQH as of Q3 2019.

IBEX Wealth Advisors reported no remaining abrdn Healthcare Investors position as of Q3 2019 after selling out during the quarter.
IBEX Wealth Advisors sold 53 abrdn Healthcare Investors shares in Q3 2019, an estimated $1K.
IBEX Wealth Advisors first reported a position in abrdn Healthcare Investors in Q2 2019 and held it in 1 quarter.
IBEX Wealth Advisors's abrdn Healthcare Investors position peaked at $1K in Q2 2019.
93 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.