IFAM
HQH

Institutional & Family Asset Management’s abrdn Healthcare Investors HQH Stock Holding History

Institutional & Family Asset 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
Q2 		– Sell
-4,600
Closed -$94K – 853
2019
Q1 		$94K Buy
+4,600
New +$94.1K 0.02% 248

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Institutional & Family Asset Management's HQH Position: Q2 2019 in Review

Institutional & Family Asset Management sold out of abrdn Healthcare Investors (HQH) in Q2 2019, closing a stake of 4,600 shares — an estimated $94K sold.

Institutional & Family Asset Management first reported a position in HQH in Q1 2019 and held it in 1 quarter. The position peaked at $94K in Q1 2019. 88 funds tracked by Wall St. Rank hold HQH as of Q2 2019.

  • Institutional & Family Asset Management reported no remaining abrdn Healthcare Investors position as of Q2 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 4,600 abrdn Healthcare Investors shares in Q2 2019, an estimated $94K.
  • Institutional & Family Asset Management first reported a position in abrdn Healthcare Investors in Q1 2019 and held it in 1 quarter.
  • Institutional & Family Asset Management's abrdn Healthcare Investors position peaked at $94K in Q1 2019.
  • 88 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2019.

Based on Institutional & Family Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.