NHFG
HQH

New Harbor Financial Group’s abrdn Healthcare Investors HQH Stock Holding History

New Harbor Financial Group’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
2015
Q1 		– Sell
-1,355
Closed -$45.5K – 147
2014
Q4 		$42K Buy
+1,355
New +$40.7K 0.05% 35
2014
Q3 		– Sell
-1,329
Closed -$34K – 54
2014
Q2 		$34K Buy
+1,329
New +$34.6K 0.04% 50

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

New Harbor Financial Group's HQH Position: Q1 2015 in Review

New Harbor Financial Group sold out of abrdn Healthcare Investors (HQH) in Q1 2015, closing a stake of 1,355 shares — an estimated $45.5K sold.

New Harbor Financial Group first reported a position in HQH in Q2 2014 and held it in 2 quarters. The position peaked at $42K in Q4 2014. 65 funds tracked by Wall St. Rank hold HQH as of Q1 2015.

  • New Harbor Financial Group reported no remaining abrdn Healthcare Investors position as of Q1 2015 after selling out during the quarter.
  • New Harbor Financial Group sold 1,355 abrdn Healthcare Investors shares in Q1 2015, an estimated $45.5K.
  • New Harbor Financial Group first reported a position in abrdn Healthcare Investors in Q2 2014 and held it in 2 quarters.
  • New Harbor Financial Group's abrdn Healthcare Investors position peaked at $42K in Q4 2014.
  • 65 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2015.

Based on New Harbor Financial Group's 13F filing for Q1 2015, filed 14 May 2015.