Winch Advisory Services’s abrdn Healthcare Investors HQH Stock Holding History

Winch Advisory Services’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
2016 Q2	–	Sell	-15	Closed	–	–	270
2016 Q1	$0	Buy	15 +1	+7%	+$24	﹤0.01%	258
2015 Q4	$0	Hold	14	–	–	﹤0.01%	269
2015 Q3	$0	Hold	14	–	–	﹤0.01%	253
2015 Q2	$0	Buy	14 +1	+8%	+$35	﹤0.01%	311
2015 Q1	$0	Buy	+13	New	+$436	﹤0.01%	314
2014 Q3	–	Sell	-13	Closed	–	–	246
2014 Q2	$0	Buy	13 +1	+8%	+$26	﹤0.01%	273
2014 Q1	$0	Buy	+12	New	+$334	﹤0.01%	278

Other funds holding HQH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Winch Advisory Services's HQH Position: Q2 2016 in Review

Winch Advisory Services sold out of abrdn Healthcare Investors (HQH) in Q2 2016, closing a stake of 15 shares.

Winch Advisory Services first reported a position in HQH in Q1 2014 and held it in 7 quarters. The position peaked at $0 in Q1 2016. 72 funds tracked by Wall St. Rank hold HQH as of Q2 2016.

Winch Advisory Services reported no remaining abrdn Healthcare Investors position as of Q2 2016 after selling out during the quarter.
Winch Advisory Services sold 15 abrdn Healthcare Investors shares in Q2 2016.
Winch Advisory Services first reported a position in abrdn Healthcare Investors in Q1 2014 and held it in 7 quarters.
Winch Advisory Services's abrdn Healthcare Investors position peaked at $0 in Q1 2016.
72 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2016.

Based on Winch Advisory Services's 13F filing for Q2 2016, filed 10 Aug 2016.