OFG
HQH

OTA Financial Group’s abrdn Healthcare Investors HQH Stock Holding History

OTA 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
2016
Q3 		– Sell
-11,471
Closed -$268K – 66
2016
Q2 		$268K Buy
+11,471
New +$284K 0.2% 57

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 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
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

OTA Financial Group's HQH Position: Q3 2016 in Review

OTA Financial Group sold out of abrdn Healthcare Investors (HQH) in Q3 2016, closing a stake of 11,471 shares — an estimated $268K sold.

OTA Financial Group first reported a position in HQH in Q2 2016 and held it in 1 quarter. The position peaked at $268K in Q2 2016. 69 funds tracked by Wall St. Rank hold HQH as of Q3 2016.

  • OTA Financial Group reported no remaining abrdn Healthcare Investors position as of Q3 2016 after selling out during the quarter.
  • OTA Financial Group sold 11,471 abrdn Healthcare Investors shares in Q3 2016, an estimated $268K.
  • OTA Financial Group first reported a position in abrdn Healthcare Investors in Q2 2016 and held it in 1 quarter.
  • OTA Financial Group's abrdn Healthcare Investors position peaked at $268K in Q2 2016.
  • 69 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q3 2016.

Based on OTA Financial Group's 13F filing for Q3 2016, filed 27 Oct 2016.