WA
THQ

WFG Advisors’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

WFG Advisors’s Portfolio THQ Stock Details THQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,000
Closed -$17K – 1661
2017
Q1 		$17K Hold
1,000
– – ﹤0.01% 930
2016
Q4 		$16K Hold
1,000
– – ﹤0.01% 987
2016
Q3 		$17K Buy
+1,000
New +$17.4K ﹤0.01% 982

Other funds holding THQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WFG Advisors's THQ Position: Q2 2017 in Review

WFG Advisors sold out of abrdn Healthcare Opportunities Fund (THQ) in Q2 2017, closing a stake of 1,000 shares — an estimated $17K sold.

WFG Advisors first reported a position in THQ in Q3 2016 and held it in 3 quarters. The position peaked at $17K in Q1 2017. 50 funds tracked by Wall St. Rank hold THQ as of Q2 2017.

  • WFG Advisors reported no remaining abrdn Healthcare Opportunities Fund position as of Q2 2017 after selling out during the quarter.
  • WFG Advisors sold 1,000 abrdn Healthcare Opportunities Fund shares in Q2 2017, an estimated $17K.
  • WFG Advisors first reported a position in abrdn Healthcare Opportunities Fund in Q3 2016 and held it in 3 quarters.
  • WFG Advisors's abrdn Healthcare Opportunities Fund position peaked at $17K in Q1 2017.
  • 50 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.