OFG
HQL

OTA Financial Group’s abrdn Life Sciences Investors HQL Stock Holding History

OTA Financial Group’s Portfolio HQL Stock Details HQL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-17,031
Closed -$303K – 94
2013
Q2 		$303K Buy
+17,031
New +$308K 0.14% 68

Other funds holding HQL

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

OTA Financial Group's HQL Position: Q3 2013 in Review

OTA Financial Group sold out of abrdn Life Sciences Investors (HQL) in Q3 2013, closing a stake of 17,031 shares — an estimated $303K sold.

OTA Financial Group first reported a position in HQL in Q2 2013 and held it in 1 quarter. The position peaked at $303K in Q2 2013. 39 funds tracked by Wall St. Rank hold HQL as of Q3 2013.

  • OTA Financial Group reported no remaining abrdn Life Sciences Investors position as of Q3 2013 after selling out during the quarter.
  • OTA Financial Group sold 17,031 abrdn Life Sciences Investors shares in Q3 2013, an estimated $303K.
  • OTA Financial Group first reported a position in abrdn Life Sciences Investors in Q2 2013 and held it in 1 quarter.
  • OTA Financial Group's abrdn Life Sciences Investors position peaked at $303K in Q2 2013.
  • 39 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q3 2013.

Based on OTA Financial Group's 13F filing for Q3 2013, filed 12 Nov 2013.