MA
HQH

Mutual Advisors’s abrdn Healthcare Investors HQH Stock Holding History

Mutual Advisors’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
2019
Q1 		– Sell
-41,617
Closed -$747K – 487
2018
Q4 		$747K Sell
41,617
-1,226
-3% -$25.1K 0.15% 174
2018
Q3 		$992K Buy
42,843
+6,559
+18% +$149K 0.15% 165
2018
Q2 		$780K Sell
36,284
-1,247
-3% -$26.5K 0.18% 177
2018
Q1 		$808K Buy
37,531
+26,781
+249% +$616K 0.2% 163
2017
Q4 		$242K Buy
+10,750
New +$252K 0.09% 243

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mutual Advisors's HQH Position: Q1 2019 in Review

Mutual Advisors sold out of abrdn Healthcare Investors (HQH) in Q1 2019, closing a stake of 41,617 shares — an estimated $747K sold.

Mutual Advisors first reported a position in HQH in Q4 2017 and held it in 5 quarters. The position peaked at $992K in Q3 2018. 91 funds tracked by Wall St. Rank hold HQH as of Q1 2019.

  • Mutual Advisors reported no remaining abrdn Healthcare Investors position as of Q1 2019 after selling out during the quarter.
  • Mutual Advisors sold 41,617 abrdn Healthcare Investors shares in Q1 2019, an estimated $747K.
  • Mutual Advisors first reported a position in abrdn Healthcare Investors in Q4 2017 and held it in 5 quarters.
  • Mutual Advisors's abrdn Healthcare Investors position peaked at $992K in Q3 2018.
  • 91 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2019.

Based on Mutual Advisors's 13F filing for Q1 2019, filed 15 May 2019.