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CFO4Life Group’s Hercules Capital HTGC Stock Holding History

CFO4Life Group’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
2020
Q1 		– Sell
-10,040
Closed -$141K – 126
2019
Q4 		$141K Buy
+10,040
New +$140K 0.06% 124

Other funds holding HTGC

SAMH
Shanda Asset Management Holdings Tortola,, British Virgin Islands $2.09B AUM 39.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CFO4Life Group's HTGC Position: Q1 2020 in Review

CFO4Life Group sold out of Hercules Capital (HTGC) in Q1 2020, closing a stake of 10,040 shares — an estimated $141K sold.

CFO4Life Group first reported a position in HTGC in Q4 2019 and held it in 1 quarter. The position peaked at $141K in Q4 2019. 199 funds tracked by Wall St. Rank hold HTGC as of Q1 2020.

  • CFO4Life Group reported no remaining Hercules Capital position as of Q1 2020 after selling out during the quarter.
  • CFO4Life Group sold 10,040 Hercules Capital shares in Q1 2020, an estimated $141K.
  • CFO4Life Group first reported a position in Hercules Capital in Q4 2019 and held it in 1 quarter.
  • CFO4Life Group's Hercules Capital position peaked at $141K in Q4 2019.
  • 199 funds tracked by Wall St. Rank held Hercules Capital as of Q1 2020.

Based on CFO4Life Group's 13F filing for Q1 2020, filed 16 Apr 2020.