KLI
HQH

Kelman-Lazarov Inc’s abrdn Healthcare Investors HQH Stock Holding History

Kelman-Lazarov Inc’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
2016
Q2 		– Sell
-2,104
Closed -$73K – 386
2016
Q1 		$73K Buy
+2,104
New +$50.1K 0.04% 164

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kelman-Lazarov Inc's HQH Position: Q2 2016 in Review

Kelman-Lazarov Inc sold out of abrdn Healthcare Investors (HQH) in Q2 2016, closing a stake of 2,104 shares — an estimated $73K sold.

Kelman-Lazarov Inc first reported a position in HQH in Q1 2016 and held it in 1 quarter. The position peaked at $73K in Q1 2016. 72 funds tracked by Wall St. Rank hold HQH as of Q2 2016.

  • Kelman-Lazarov Inc reported no remaining abrdn Healthcare Investors position as of Q2 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 2,104 abrdn Healthcare Investors shares in Q2 2016, an estimated $73K.
  • Kelman-Lazarov Inc first reported a position in abrdn Healthcare Investors in Q1 2016 and held it in 1 quarter.
  • Kelman-Lazarov Inc's abrdn Healthcare Investors position peaked at $73K in Q1 2016.
  • 72 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2016, filed 14 Jul 2016.