Selective Wealth Management, Inc. Tekla Life Sciences Investors Transaction History

Selective Wealth Management, Inc.

$247 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 09, 2021	BUY	$19.31 - $22.07 $270 - $308	14 Added 2.14%	667 $13,000
Q4 2020 Jan 22, 2021	BUY	$16.8 - $20.21 $201 - $242	12 Added 1.87%	653 $13,000
Q3 2020 Oct 21, 2020	BUY	$16.71 - $19.06 $250 - $285	15 Added 2.4%	641 $11,000
Q2 2020 Jul 15, 2020	BUY	$14.22 - $18.38 $170 - $220	12 Added 1.95%	626 $11,000
Q1 2020 Apr 16, 2020	BUY	$12.22 - $17.99 $219 - $323	18 Added 3.02%	614 $9,000
Q4 2019 Jan 10, 2020	BUY	$14.63 - $17.84 $160 - $196	11 Added 1.88%	596 $10,000
Q3 2019 Oct 29, 2019	BUY	$15.09 - $17.09 $8,827 - $9,997	585 New	585 $9,000
Q1 2019 Apr 04, 2019	SELL	$15.5 - $17.9 $8,261 - $9,540	-533 Closed	0 $0
Q3 2018 Oct 12, 2018	BUY	$18.89 - $20.49 $10,068 - $10,921	533 New	533 $11,000

Others Institutions Holding HQL

# of Institutions

79

Shares Held

9.65M

Call Options Held

0

Put Options Held

0

Saba Capital Management, L.P. New York, NY

3.43M
Shares

$45.6 Million
1.11% of portfolio
Penserra Capital Management LLC Orinda, CA

828K
Shares

$11 Million
0.2% of portfolio
Karpus Management, Inc. Pittsford, NY

490K
Shares

$6.51 Million
0.23% of portfolio
Sit Investment Associates Inc Minneapolis, MN

417K
Shares

$5.55 Million
0.12% of portfolio
Absolute Investment Advisers LLC

400K
Shares

$5.31 Million
0.67% of portfolio

About TEKLA LIFE SCIENCES INVESTORS

Ticker HQL
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Tekla Life Sciences Investors is a closed-ended equity mutual fund launched and managed by Tekla Capital Management LLC. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating in the life sciences sector, including the biotechnology, pharmaceutical, diagnostics, managed healthcare, medical...

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