LF
HQL

Lee Financial’s abrdn Life Sciences Investors HQL Stock Holding History

Lee Financial’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
2018
Q3 		– Sell
-3,500
Closed -$66K – 568
2018
Q2 		$66K Hold
3,500
– – 0.02% 243
2018
Q1 		$67K Buy
+3,500
New +$70.1K 0.02% 237

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Lee Financial's HQL Position: Q3 2018 in Review

Lee Financial sold out of abrdn Life Sciences Investors (HQL) in Q3 2018, closing a stake of 3,500 shares — an estimated $66K sold.

Lee Financial first reported a position in HQL in Q1 2018 and held it in 2 quarters. The position peaked at $67K in Q1 2018. 57 funds tracked by Wall St. Rank hold HQL as of Q3 2018.

  • Lee Financial reported no remaining abrdn Life Sciences Investors position as of Q3 2018 after selling out during the quarter.
  • Lee Financial sold 3,500 abrdn Life Sciences Investors shares in Q3 2018, an estimated $66K.
  • Lee Financial first reported a position in abrdn Life Sciences Investors in Q1 2018 and held it in 2 quarters.
  • Lee Financial's abrdn Life Sciences Investors position peaked at $67K in Q1 2018.
  • 57 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.