Selective Wealth Management’s abrdn Life Sciences Investors HQL Stock Holding History

Selective Wealth Management’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
2021 Q2	–	Sell	-667	Closed	-$13K	–	521
2021 Q1	$13K	Buy	667 +14	+2%	+$289	0.01%	227
2020 Q4	$13K	Buy	653 +12	+2%	+$222	0.01%	218
2020 Q3	$11K	Buy	641 +15	+2%	+$269	0.01%	198
2020 Q2	$11K	Buy	626 +12	+2%	+$206	0.01%	230
2020 Q1	$9K	Buy	614 +18	+3%	+$295	0.01%	158
2019 Q4	$10K	Buy	596 +11	+2%	+$181	0.01%	160
2019 Q3	$9K	Buy	+585	New	+$9.37K	0.01%	173
2018 Q3	$11K	Buy	+533	New	+$10.6K	0.13%	83

Other funds holding HQL

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Selective Wealth Management's HQL Position: Q2 2021 in Review

Selective Wealth Management sold out of abrdn Life Sciences Investors (HQL) in Q2 2021, closing a stake of 667 shares — an estimated $13K sold.

Selective Wealth Management first reported a position in HQL in Q3 2018 and held it in 8 quarters. The position peaked at $13K in Q1 2021. 67 funds tracked by Wall St. Rank hold HQL as of Q2 2021.

Selective Wealth Management reported no remaining abrdn Life Sciences Investors position as of Q2 2021 after selling out during the quarter.
Selective Wealth Management sold 667 abrdn Life Sciences Investors shares in Q2 2021, an estimated $13K.
Selective Wealth Management first reported a position in abrdn Life Sciences Investors in Q3 2018 and held it in 8 quarters.
Selective Wealth Management's abrdn Life Sciences Investors position peaked at $13K in Q1 2021.
67 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q2 2021.

Based on Selective Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.