MWR
HQH

McAdams Wright Ragen’s abrdn Healthcare Investors HQH Stock Holding History

McAdams Wright Ragen’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
2014
Q1 		– Sell
-9,521
Closed -$251K – 379
2013
Q4 		$251K Buy
+9,521
New +$233K 0.02% 312

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

McAdams Wright Ragen's HQH Position: Q1 2014 in Review

McAdams Wright Ragen sold out of abrdn Healthcare Investors (HQH) in Q1 2014, closing a stake of 9,521 shares — an estimated $251K sold.

McAdams Wright Ragen first reported a position in HQH in Q4 2013 and held it in 1 quarter. The position peaked at $251K in Q4 2013. 61 funds tracked by Wall St. Rank hold HQH as of Q1 2014.

  • McAdams Wright Ragen reported no remaining abrdn Healthcare Investors position as of Q1 2014 after selling out during the quarter.
  • McAdams Wright Ragen sold 9,521 abrdn Healthcare Investors shares in Q1 2014, an estimated $251K.
  • McAdams Wright Ragen first reported a position in abrdn Healthcare Investors in Q4 2013 and held it in 1 quarter.
  • McAdams Wright Ragen's abrdn Healthcare Investors position peaked at $251K in Q4 2013.
  • 61 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2014.

Based on McAdams Wright Ragen's 13F filing for Q1 2014, filed 6 May 2014.