WA
HQH

WFG Advisors’s abrdn Healthcare Investors HQH Stock Holding History

WFG Advisors’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
2014
Q2 		– Sell
-660
Closed -$18K – 2016
2014
Q1 		$18K Buy
660
+13
+2% +$361 ﹤0.01% 1286
2013
Q4 		$17K Buy
647
+11
+2% +$269 ﹤0.01% 1398
2013
Q3 		$15K Buy
+636
New +$15K ﹤0.01% 1370

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFG Advisors's HQH Position: Q2 2014 in Review

WFG Advisors sold out of abrdn Healthcare Investors (HQH) in Q2 2014, closing a stake of 660 shares — an estimated $18K sold.

WFG Advisors first reported a position in HQH in Q3 2013 and held it in 3 quarters. The position peaked at $18K in Q1 2014. 78 funds tracked by Wall St. Rank hold HQH as of Q2 2014.

  • WFG Advisors reported no remaining abrdn Healthcare Investors position as of Q2 2014 after selling out during the quarter.
  • WFG Advisors sold 660 abrdn Healthcare Investors shares in Q2 2014, an estimated $18K.
  • WFG Advisors first reported a position in abrdn Healthcare Investors in Q3 2013 and held it in 3 quarters.
  • WFG Advisors's abrdn Healthcare Investors position peaked at $18K in Q1 2014.
  • 78 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2014.

Based on WFG Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.