RFA
HQL

Reilly Financial Advisors’s abrdn Life Sciences Investors HQL Stock Holding History

Reilly Financial 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
Q1 		– Sell
-929
Closed -$19K – 822
2013
Q4 		$19K Buy
+929
New +$18K ﹤0.01% 417

Other funds holding HQL

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFN
Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Reilly Financial Advisors's HQL Position: Q1 2014 in Review

Reilly Financial Advisors sold out of abrdn Life Sciences Investors (HQL) in Q1 2014, closing a stake of 929 shares — an estimated $19K sold.

Reilly Financial Advisors first reported a position in HQL in Q4 2013 and held it in 1 quarter. The position peaked at $19K in Q4 2013. 44 funds tracked by Wall St. Rank hold HQL as of Q1 2014.

  • Reilly Financial Advisors reported no remaining abrdn Life Sciences Investors position as of Q1 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 929 abrdn Life Sciences Investors shares in Q1 2014, an estimated $19K.
  • Reilly Financial Advisors first reported a position in abrdn Life Sciences Investors in Q4 2013 and held it in 1 quarter.
  • Reilly Financial Advisors's abrdn Life Sciences Investors position peaked at $19K in Q4 2013.
  • 44 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q1 2014.

Based on Reilly Financial Advisors's 13F filing for Q1 2014, filed 23 Apr 2014.