OFG
HQL icon

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

Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Needham Investment Management
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bard Associates
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
National Planning Corporation
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.