MSFP
HQH

Mark Sheptoff Financial Planning’s abrdn Healthcare Investors HQH Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-400
Closed -$8K – 362
2019
Q4 		$8K Buy
+400
New +$7.92K 0.01% 296

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mark Sheptoff Financial Planning's HQH Position: Q1 2020 in Review

Mark Sheptoff Financial Planning sold out of abrdn Healthcare Investors (HQH) in Q1 2020, closing a stake of 400 shares — an estimated $8K sold.

Mark Sheptoff Financial Planning first reported a position in HQH in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 104 funds tracked by Wall St. Rank hold HQH as of Q1 2020.

  • Mark Sheptoff Financial Planning reported no remaining abrdn Healthcare Investors position as of Q1 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 400 abrdn Healthcare Investors shares in Q1 2020, an estimated $8K.
  • Mark Sheptoff Financial Planning first reported a position in abrdn Healthcare Investors in Q4 2019 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's abrdn Healthcare Investors position peaked at $8K in Q4 2019.
  • 104 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2020, filed 7 May 2020.