TCI Wealth Advisors’s abrdn Life Sciences Investors HQL Stock Holding History

TCI Wealth 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
2017 Q3	–	Sell	-2,000	Closed	-$42K	–	1345
2017 Q2	$42K	Buy	+2,000	New	+$40.4K	0.02%	336
2016 Q2	–	Sell	-13	Closed	–	–	1330
2016 Q1	$0	Hold	13	–	–	﹤0.01%	1362
2015 Q4	$0	Hold	13	–	–	﹤0.01%	1048
2015 Q3	$0	Buy	13 +1	+8%	+$28	﹤0.01%	987
2015 Q2	$0	Hold	12	–	–	﹤0.01%	977
2015 Q1	$0	Hold	12	–	–	﹤0.01%	911
2014 Q4	$0	Hold	12	–	–	﹤0.01%	906
2014 Q3	$0	Buy	12 +1	+9%	+$22	﹤0.01%	896
2014 Q2	$0	Hold	11	–	–	﹤0.01%	909
2014 Q1	$1K	Buy	+11	New	+$245	﹤0.01%	796
2013 Q4	–	Sell	-11	Closed	–	–	872
2013 Q3	$0	Buy	+11	New	+$211	﹤0.01%	806

Other funds holding HQL

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

FHA

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

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

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

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

TCI Wealth Advisors's HQL Position: Q3 2017 in Review

TCI Wealth Advisors sold out of abrdn Life Sciences Investors (HQL) in Q3 2017, closing a stake of 2,000 shares — an estimated $42K sold.

TCI Wealth Advisors first reported a position in HQL in Q3 2013 and held it in 11 quarters. The position peaked at $42K in Q2 2017. 52 funds tracked by Wall St. Rank hold HQL as of Q3 2017.

TCI Wealth Advisors reported no remaining abrdn Life Sciences Investors position as of Q3 2017 after selling out during the quarter.
TCI Wealth Advisors sold 2,000 abrdn Life Sciences Investors shares in Q3 2017, an estimated $42K.
TCI Wealth Advisors first reported a position in abrdn Life Sciences Investors in Q3 2013 and held it in 11 quarters.
TCI Wealth Advisors's abrdn Life Sciences Investors position peaked at $42K in Q2 2017.
52 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q3 2017.

Based on TCI Wealth Advisors's 13F filing for Q3 2017, filed 24 Oct 2017.