RCA
HQH

Rowland Carmichael Advisors’s abrdn Healthcare Investors HQH Stock Holding History

Rowland Carmichael Advisors’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
2020
Q4 		$343K Sell
14,380
-1,105
-7% -$24K 0.11% 199
2020
Q3 		$319K Buy
+15,485
New +$327K 0.13% 184

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rowland Carmichael Advisors's HQH Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its abrdn Healthcare Investors (HQH) stake by 7.1% in Q4 2020, selling an estimated $24K and leaving 14,380 shares worth $343K. The position accounts for 0.11% of the portfolio, ranked #199.

Rowland Carmichael Advisors first reported a position in HQH in Q3 2020 and has held it in 2 quarters since. 114 funds tracked by Wall St. Rank hold HQH as of Q4 2020.

  • Rowland Carmichael Advisors held 14,380 shares of abrdn Healthcare Investors worth $343K as of Q4 2020.
  • Rowland Carmichael Advisors sold 1,105 abrdn Healthcare Investors shares in Q4 2020, an estimated $24K.
  • abrdn Healthcare Investors made up 0.11% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #199 holding.
  • Rowland Carmichael Advisors first reported a position in abrdn Healthcare Investors in Q3 2020 and has held it in 2 quarters since.
  • 114 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.