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IHT Wealth Management’s abrdn World Healthcare Fund THW Stock Holding History

IHT Wealth Management’s Portfolio THW Stock Details THW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-259
Closed -$3K – 1267
2018
Q1 		$3K Hold
259
– – ﹤0.01% 1451
2017
Q4 		$4K Hold
259
– – ﹤0.01% 1391
2017
Q3 		$4K Sell
259
-200
-44% -$2.91K ﹤0.01% 1128
2017
Q2 		$97K Buy
+459
New +$6.67K 0.05% 344

Other funds holding THW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

IHT Wealth Management's THW Position: Q2 2018 in Review

IHT Wealth Management sold out of abrdn World Healthcare Fund (THW) in Q2 2018, closing a stake of 259 shares — an estimated $3K sold.

IHT Wealth Management first reported a position in THW in Q2 2017 and held it in 4 quarters. The position peaked at $97K in Q2 2017. 47 funds tracked by Wall St. Rank hold THW as of Q2 2018.

  • IHT Wealth Management reported no remaining abrdn World Healthcare Fund position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 259 abrdn World Healthcare Fund shares in Q2 2018, an estimated $3K.
  • IHT Wealth Management first reported a position in abrdn World Healthcare Fund in Q2 2017 and held it in 4 quarters.
  • IHT Wealth Management's abrdn World Healthcare Fund position peaked at $97K in Q2 2017.
  • 47 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.