KLI
HQL

Kelman-Lazarov Inc’s abrdn Life Sciences Investors HQL Stock Holding History

Kelman-Lazarov Inc’s Portfolio HQL Stock Details HQL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,150
Closed -$21K – 387
2016
Q1 		$21K Buy
+1,150
New +$20.9K 0.01% 245

Other funds holding HQL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of abrdn Life Sciences Investors (HQL) in Q2 2016, closing a stake of 1,150 shares — an estimated $21K sold.

Kelman-Lazarov Inc first reported a position in HQL in Q1 2016 and held it in 1 quarter. The position peaked at $21K in Q1 2016. 50 funds tracked by Wall St. Rank hold HQL as of Q2 2016.

  • Kelman-Lazarov Inc reported no remaining abrdn Life Sciences Investors position as of Q2 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 1,150 abrdn Life Sciences Investors shares in Q2 2016, an estimated $21K.
  • Kelman-Lazarov Inc first reported a position in abrdn Life Sciences Investors in Q1 2016 and held it in 1 quarter.
  • Kelman-Lazarov Inc's abrdn Life Sciences Investors position peaked at $21K in Q1 2016.
  • 50 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q2 2016.

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