Mark Sheptoff Financial Planning, LLC Tekla Life Sciences Investors Transaction History

Mark Sheptoff Financial Planning, LLC

$182 Million
Q4 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 07, 2020	SELL	$12.22 - $17.99 $6,110 - $8,995	-500 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$14.63 - $17.84 $7,315 - $8,920	500 New	500 $9,000
Q4 2018 Feb 11, 2019	SELL	$13.99 - $20.35 $6,505 - $9,462	-465 Closed	0 $0
Q1 2018 May 08, 2018	SELL	$18.92 - $21.52 $3,840 - $4,368	-203 Reduced 30.39%	465 $9,000
Q3 2017 Nov 09, 2017	BUY	$20.12 - $21.88 $13,440 - $14,615	668	668 $14,000

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

$44.7 Million
1.11% of portfolio
Penserra Capital Management LLC Orinda, CA

828K
Shares

$10.8 Million
0.2% of portfolio
Karpus Management, Inc. Pittsford, NY

490K
Shares

$6.38 Million
0.23% of portfolio
Sit Investment Associates Inc Minneapolis, MN

417K
Shares

$5.43 Million
0.12% of portfolio
Absolute Investment Advisers LLC

400K
Shares

$5.21 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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