RIA
HQL

Regal Investment Advisors’s abrdn Life Sciences Investors HQL Stock Holding History

Regal Investment Advisors’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
2014
Q4 		– Sell
-950
Closed -$21K – 956
2014
Q3 		$21K Buy
950
+19
+2% +$413 0.01% 545
2014
Q2 		$19K Buy
931
+18
+2% +$378 0.01% 556
2014
Q1 		$20K Buy
913
+16
+2% +$356 0.01% 508
2013
Q4 		$18K Sell
897
-180
-17% -$3.49K 0.01% 477
2013
Q3 		$21K Buy
1,077
+19
+2% +$364 0.01% 465
2013
Q2 		$19K Buy
+1,058
New +$19.1K 0.01% 470

Other funds holding HQL

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Regal Investment Advisors's HQL Position: Q4 2014 in Review

Regal Investment Advisors sold out of abrdn Life Sciences Investors (HQL) in Q4 2014, closing a stake of 950 shares — an estimated $21K sold.

Regal Investment Advisors first reported a position in HQL in Q2 2013 and held it in 6 quarters. The position peaked at $21K in Q3 2014. 45 funds tracked by Wall St. Rank hold HQL as of Q4 2014.

  • Regal Investment Advisors reported no remaining abrdn Life Sciences Investors position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 950 abrdn Life Sciences Investors shares in Q4 2014, an estimated $21K.
  • Regal Investment Advisors first reported a position in abrdn Life Sciences Investors in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's abrdn Life Sciences Investors position peaked at $21K in Q3 2014.
  • 45 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.