MWAM
HQH

Mariner Wealth Advisors (Madison)’s abrdn Healthcare Investors HQH Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$1K Hold
21
– – ﹤0.01% 162
2013
Q2 		$0 Buy
+21
New +$446 ﹤0.01% 118

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s HQH Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) held its abrdn Healthcare Investors (HQH) position steady in Q3 2013 at 21 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #162.

Mariner Wealth Advisors (Madison) first reported a position in HQH in Q2 2013 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold HQH as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 21 shares of abrdn Healthcare Investors worth $1K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its abrdn Healthcare Investors share count unchanged in Q3 2013.
  • abrdn Healthcare Investors made up ﹤0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #162 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in abrdn Healthcare Investors in Q2 2013 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.