Kiley Juergens Wealth Management’s abrdn Healthcare Investors HQH Stock Holding History

Kiley Juergens Wealth Management’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	-1,250	Closed	-$28K	–	299
2018 Q3	$28K	Hold	1,250	–	–	0.02%	313
2018 Q2	$26K	Buy	+1,250	New	+$26.6K	0.02%	285
2018 Q1	–	Sell	-1,200	Closed	-$27K	–	308
2017 Q4	$27K	Buy	+1,200	New	+$28.1K	0.02%	299

Other funds holding HQH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 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

Kiley Juergens Wealth Management's HQH Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of abrdn Healthcare Investors (HQH) in Q4 2018, closing a stake of 1,250 shares — an estimated $28K sold.

Kiley Juergens Wealth Management first reported a position in HQH in Q4 2017 and held it in 3 quarters. The position peaked at $28K in Q3 2018. 97 funds tracked by Wall St. Rank hold HQH as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining abrdn Healthcare Investors position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 1,250 abrdn Healthcare Investors shares in Q4 2018, an estimated $28K.
Kiley Juergens Wealth Management first reported a position in abrdn Healthcare Investors in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's abrdn Healthcare Investors position peaked at $28K in Q3 2018.
97 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.