IA
HAPN

IPL Advisers’s Happen Inc HAPN Stock Holding History

IPL Advisers’s Portfolio HAPN Stock Details HAPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$15.5M Buy
748,387
+362,840
+94% +$9.02M 9.78% 6
2017
Q3 		$11.7M Sell
385,547
-128,000
-25% -$3.68M 4.81% 11
2017
Q2 		$14.1M Buy
513,547
+178,747
+53% +$5.08M 5.59% 10
2017
Q1 		$9.19M Buy
334,800
+34,800
+12% +$989K 3.96% 14
2016
Q4 		$7.88M Buy
+300,000
New +$8.23M 2.18% 16

Other funds holding HAPN

SAMH
Shanda Asset Management Holdings Tortola,, British Virgin Islands $1.85B AUM 36.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
FC
Foundation Capital Palo Alto, California $55.5M AUM 83.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NVPX
Norwest Venture Partners X Palo Alto, California $38.6M AUM 27.92% 1-Year Est. Return

IPL Advisers's HAPN Position: Q4 2017 in Review

IPL Advisers increased its Happen Inc (HAPN) stake by 94% in Q4 2017, buying an estimated $9.02M and bringing the position to 748,387 shares worth $15.5M. The position accounts for 9.78% of the portfolio, ranked #6.

IPL Advisers first reported a position in HAPN in Q4 2016 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold HAPN as of Q4 2017.

  • IPL Advisers held 748,387 shares of Happen Inc worth $15.5M as of Q4 2017.
  • IPL Advisers bought 362,840 Happen Inc shares in Q4 2017, an estimated $9.02M.
  • Happen Inc made up 9.78% of IPL Advisers's portfolio in Q4 2017, its #6 holding.
  • IPL Advisers first reported a position in Happen Inc in Q4 2016 and has held it in 5 quarters since.
  • 160 funds tracked by Wall St. Rank held Happen Inc as of Q4 2017.

Based on IPL Advisers's 13F filing for Q4 2017, filed 14 Feb 2018.