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Avantax Planning Partners’s Hercules Capital HTGC Stock Holding History

Avantax Planning Partners’s Portfolio HTGC Stock Details HTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-37
Closed – – 772
2018
Q1 		$0 Buy
+37
New +$464 ﹤0.01% 1842

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Avantax Planning Partners's HTGC Position: Q2 2018 in Review

Avantax Planning Partners sold out of Hercules Capital (HTGC) in Q2 2018, closing a stake of 37 shares.

Avantax Planning Partners first reported a position in HTGC in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 174 funds tracked by Wall St. Rank hold HTGC as of Q2 2018.

  • Avantax Planning Partners reported no remaining Hercules Capital position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 37 Hercules Capital shares in Q2 2018.
  • Avantax Planning Partners first reported a position in Hercules Capital in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Hercules Capital position peaked at $0 in Q1 2018.
  • 174 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.