JFA
HQH

JNBA Financial Advisors’s abrdn Healthcare Investors HQH Stock Holding History

JNBA Financial 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
2018
Q4 		– Sell
-1,285
Closed -$30K – 616
2018
Q3 		$30K Buy
+1,285
New +$29.1K 0.01% 268

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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 $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

JNBA Financial Advisors's HQH Position: Q4 2018 in Review

JNBA Financial Advisors sold out of abrdn Healthcare Investors (HQH) in Q4 2018, closing a stake of 1,285 shares — an estimated $30K sold.

JNBA Financial Advisors first reported a position in HQH in Q3 2018 and held it in 1 quarter. The position peaked at $30K in Q3 2018. 97 funds tracked by Wall St. Rank hold HQH as of Q4 2018.

  • JNBA Financial Advisors reported no remaining abrdn Healthcare Investors position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 1,285 abrdn Healthcare Investors shares in Q4 2018, an estimated $30K.
  • JNBA Financial Advisors first reported a position in abrdn Healthcare Investors in Q3 2018 and held it in 1 quarter.
  • JNBA Financial Advisors's abrdn Healthcare Investors position peaked at $30K in Q3 2018.
  • 97 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.