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First Personal Financial Services’s Hercules Capital HTGC Stock Holding History

First Personal Financial Services’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
-368
Closed -$5K – 669
2018
Q3 		$5K Buy
368
+57
+18% +$760 ﹤0.01% 595
2018
Q2 		$4K Hold
311
– – ﹤0.01% 596
2018
Q1 		$4K Hold
311
– – ﹤0.01% 934
2017
Q4 		$4K Buy
+311
New +$4.07K ﹤0.01% 922

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UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AM
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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
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
Wells Fargo
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First Personal Financial Services's HTGC Position: Q4 2018 in Review

First Personal Financial Services sold out of Hercules Capital (HTGC) in Q4 2018, closing a stake of 368 shares — an estimated $5K sold.

First Personal Financial Services first reported a position in HTGC in Q4 2017 and held it in 4 quarters. The position peaked at $5K in Q3 2018. 171 funds tracked by Wall St. Rank hold HTGC as of Q4 2018.

  • First Personal Financial Services reported no remaining Hercules Capital position as of Q4 2018 after selling out during the quarter.
  • First Personal Financial Services sold 368 Hercules Capital shares in Q4 2018, an estimated $5K.
  • First Personal Financial Services first reported a position in Hercules Capital in Q4 2017 and held it in 4 quarters.
  • First Personal Financial Services's Hercules Capital position peaked at $5K in Q3 2018.
  • 171 funds tracked by Wall St. Rank held Hercules Capital as of Q4 2018.

Based on First Personal Financial Services's 13F filing for Q4 2018, filed 30 Jan 2019.