SWMG
HQH

Signature Wealth Management Group’s abrdn Healthcare Investors HQH Stock Holding History

Signature Wealth Management Group’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
2018
Q4 		– Sell
-90
Closed -$2K – 167
2018
Q3 		$2K Buy
90
+1
+1% +$23 ﹤0.01% 297
2018
Q2 		$2K Buy
89
+1
+1% +$21 ﹤0.01% 294
2018
Q1 		$2K Buy
88
+1
+1% +$23 ﹤0.01% 292
2017
Q4 		$2K Buy
+87
New +$2.04K ﹤0.01% 307

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Signature Wealth Management Group's HQH Position: Q4 2018 in Review

Signature Wealth Management Group sold out of abrdn Healthcare Investors (HQH) in Q4 2018, closing a stake of 90 shares — an estimated $2K sold.

Signature Wealth Management Group first reported a position in HQH in Q4 2017 and held it in 4 quarters. The position peaked at $2K in Q3 2018. 97 funds tracked by Wall St. Rank hold HQH as of Q4 2018.

  • Signature Wealth Management Group reported no remaining abrdn Healthcare Investors position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 90 abrdn Healthcare Investors shares in Q4 2018, an estimated $2K.
  • Signature Wealth Management Group first reported a position in abrdn Healthcare Investors in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's abrdn Healthcare Investors position peaked at $2K in Q3 2018.
  • 97 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.