IWA
HQH

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

Intercontinental 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
Q4 		– Sell
-2,261
Closed -$41K – 384
2019
Q3 		$41K Hold
2,261
– – 0.03% 230
2019
Q2 		$45K Buy
2,261
+92
+4% +$1.82K 0.02% 212
2019
Q1 		$45K Hold
2,169
– – 0.02% 232
2018
Q4 		$39K Buy
+2,169
New +$44.4K 0.02% 237

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

Intercontinental Wealth Advisors's HQH Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of abrdn Healthcare Investors (HQH) in Q4 2019, closing a stake of 2,261 shares — an estimated $41K sold.

Intercontinental Wealth Advisors first reported a position in HQH in Q4 2018 and held it in 4 quarters. The position peaked at $45K in Q2 2019. 98 funds tracked by Wall St. Rank hold HQH as of Q4 2019.

  • Intercontinental Wealth Advisors reported no remaining abrdn Healthcare Investors position as of Q4 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 2,261 abrdn Healthcare Investors shares in Q4 2019, an estimated $41K.
  • Intercontinental Wealth Advisors first reported a position in abrdn Healthcare Investors in Q4 2018 and held it in 4 quarters.
  • Intercontinental Wealth Advisors's abrdn Healthcare Investors position peaked at $45K in Q2 2019.
  • 98 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.