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Destination Wealth Management’s Hercules Capital HTGC Stock Holding History

Destination Wealth Management’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
-85
Closed -$1K – 601
2018
Q3 		$1K Buy
+85
New +$1.13K ﹤0.01% 639

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GIP
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Destination Wealth Management's HTGC Position: Q4 2018 in Review

Destination Wealth Management sold out of Hercules Capital (HTGC) in Q4 2018, closing a stake of 85 shares — an estimated $1K sold.

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

  • Destination Wealth Management reported no remaining Hercules Capital position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 85 Hercules Capital shares in Q4 2018, an estimated $1K.
  • Destination Wealth Management first reported a position in Hercules Capital in Q3 2018 and held it in 1 quarter.
  • Destination Wealth Management's Hercules Capital position peaked at $1K in Q3 2018.
  • 171 funds tracked by Wall St. Rank held Hercules Capital as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.