MIAN
HQH

Mariner Independent Advisor Network’s abrdn Healthcare Investors HQH Stock Holding History

Mariner Independent Advisor Network’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
2020
Q3 		– Sell
-10,962
Closed -$235K – 323
2020
Q2 		$235K Sell
10,962
-17,066
-61% -$348K 0.02% 309
2020
Q1 		$477K Buy
+28,028
New +$553K 0.04% 285

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mariner Independent Advisor Network's HQH Position: Q3 2020 in Review

Mariner Independent Advisor Network sold out of abrdn Healthcare Investors (HQH) in Q3 2020, closing a stake of 10,962 shares — an estimated $235K sold.

Mariner Independent Advisor Network first reported a position in HQH in Q1 2020 and held it in 2 quarters. The position peaked at $477K in Q1 2020. 97 funds tracked by Wall St. Rank hold HQH as of Q3 2020.

  • Mariner Independent Advisor Network reported no remaining abrdn Healthcare Investors position as of Q3 2020 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 10,962 abrdn Healthcare Investors shares in Q3 2020, an estimated $235K.
  • Mariner Independent Advisor Network first reported a position in abrdn Healthcare Investors in Q1 2020 and held it in 2 quarters.
  • Mariner Independent Advisor Network's abrdn Healthcare Investors position peaked at $477K in Q1 2020.
  • 97 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q3 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2020, filed 30 Nov 2020.