JP Morgan Private Wealth Advisors’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio THQ Stock Details THQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-50,000	Closed	-$873K	–	1508
2019 Q3	$873K	Hold	50,000	–	–	﹤0.01%	804
2019 Q2	$891K	Hold	50,000	–	–	﹤0.01%	786
2019 Q1	$881K	Sell	50,000 -69	-0.1%	-$1.2K	﹤0.01%	836
2018 Q4	$840K	Sell	50,069 -931	-2%	-$16.5K	0.01%	811
2018 Q3	$956K	Buy	51,000 +1,000	+2%	+$18.1K	﹤0.01%	841
2018 Q2	$852K	Buy	+50,000	New	+$839K	﹤0.01%	825

Other funds holding THQ

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

RJA

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

KIM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Private Wealth Advisors's THQ Position: Q4 2019 in Review

JP Morgan Private Wealth Advisors sold out of abrdn Healthcare Opportunities Fund (THQ) in Q4 2019, closing a stake of 50,000 shares — an estimated $873K sold.

JP Morgan Private Wealth Advisors first reported a position in THQ in Q2 2018 and held it in 6 quarters. The position peaked at $956K in Q3 2018. 66 funds tracked by Wall St. Rank hold THQ as of Q4 2019.

JP Morgan Private Wealth Advisors reported no remaining abrdn Healthcare Opportunities Fund position as of Q4 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 50,000 abrdn Healthcare Opportunities Fund shares in Q4 2019, an estimated $873K.
JP Morgan Private Wealth Advisors first reported a position in abrdn Healthcare Opportunities Fund in Q2 2018 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's abrdn Healthcare Opportunities Fund position peaked at $956K in Q3 2018.
66 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q4 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.