SNT
HQH

Security National Trust’s abrdn Healthcare Investors HQH Stock Holding History

Security National Trust’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
2016
Q4 		– Sell
-1,146
Closed -$27K – 441
2016
Q3 		$27K Buy
+1,146
New +$28.8K 0.01% 320

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

Security National Trust's HQH Position: Q4 2016 in Review

Security National Trust sold out of abrdn Healthcare Investors (HQH) in Q4 2016, closing a stake of 1,146 shares — an estimated $27K sold.

Security National Trust first reported a position in HQH in Q3 2016 and held it in 1 quarter. The position peaked at $27K in Q3 2016. 71 funds tracked by Wall St. Rank hold HQH as of Q4 2016.

  • Security National Trust reported no remaining abrdn Healthcare Investors position as of Q4 2016 after selling out during the quarter.
  • Security National Trust sold 1,146 abrdn Healthcare Investors shares in Q4 2016, an estimated $27K.
  • Security National Trust first reported a position in abrdn Healthcare Investors in Q3 2016 and held it in 1 quarter.
  • Security National Trust's abrdn Healthcare Investors position peaked at $27K in Q3 2016.
  • 71 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2016.

Based on Security National Trust's 13F filing for Q4 2016, filed 10 Feb 2017.