United Capital Financial Advisors’s abrdn Life Sciences Investors HQL Stock Holding History

United Capital Financial 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
2018 Q4	–	Sell	-10,704	Closed	-$219K	–	1328
2018 Q3	$219K	Hold	10,704	–	–	﹤0.01%	1227
2018 Q2	$201K	Hold	10,704	–	–	﹤0.01%	1226
2018 Q1	$206K	Sell	10,704 -588	-5%	-$11.8K	﹤0.01%	1226
2017 Q4	$222K	Hold	11,292	–	–	﹤0.01%	1210
2017 Q3	$243K	Hold	11,292	–	–	﹤0.01%	1190
2017 Q2	$235K	Hold	11,292	–	–	﹤0.01%	1155
2017 Q1	$219K	Buy	+11,292	New	+$209K	﹤0.01%	1162
2016 Q3	–	Sell	-10,863	Closed	-$185K	–	1283
2016 Q2	$185K	Hold	10,863	–	–	﹤0.01%	1181
2016 Q1	$195K	Buy	+10,863	New	+$197K	﹤0.01%	1129

Other funds holding HQL

NIM

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

United Capital Financial Advisors's HQL Position: Q4 2018 in Review

United Capital Financial Advisors sold out of abrdn Life Sciences Investors (HQL) in Q4 2018, closing a stake of 10,704 shares — an estimated $219K sold.

United Capital Financial Advisors first reported a position in HQL in Q1 2016 and held it in 9 quarters. The position peaked at $243K in Q3 2017. 59 funds tracked by Wall St. Rank hold HQL as of Q4 2018.

United Capital Financial Advisors reported no remaining abrdn Life Sciences Investors position as of Q4 2018 after selling out during the quarter.
United Capital Financial Advisors sold 10,704 abrdn Life Sciences Investors shares in Q4 2018, an estimated $219K.
United Capital Financial Advisors first reported a position in abrdn Life Sciences Investors in Q1 2016 and held it in 9 quarters.
United Capital Financial Advisors's abrdn Life Sciences Investors position peaked at $243K in Q3 2017.
59 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.