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BSW Wealth Partners’s Hercules Capital HTGC Stock Holding History

BSW Wealth 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
Q4 		– Sell
-18,697
Closed -$246K – 114
2018
Q3 		$246K Buy
+18,697
New +$249K 0.09% 109

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BSW Wealth Partners's HTGC Position: Q4 2018 in Review

BSW Wealth Partners sold out of Hercules Capital (HTGC) in Q4 2018, closing a stake of 18,697 shares — an estimated $246K sold.

BSW Wealth Partners first reported a position in HTGC in Q3 2018 and held it in 1 quarter. The position peaked at $246K in Q3 2018. 171 funds tracked by Wall St. Rank hold HTGC as of Q4 2018.

  • BSW Wealth Partners reported no remaining Hercules Capital position as of Q4 2018 after selling out during the quarter.
  • BSW Wealth Partners sold 18,697 Hercules Capital shares in Q4 2018, an estimated $246K.
  • BSW Wealth Partners first reported a position in Hercules Capital in Q3 2018 and held it in 1 quarter.
  • BSW Wealth Partners's Hercules Capital position peaked at $246K in Q3 2018.
  • 171 funds tracked by Wall St. Rank held Hercules Capital as of Q4 2018.

Based on BSW Wealth Partners's 13F filing for Q4 2018, filed 13 Feb 2019.