JFA
HCAP

JNBA Financial Advisors’s Harvest Capital Credit Corporation HCAP Stock Holding History

JNBA Financial Advisors’s Portfolio HCAP Stock Details HCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-50
Closed -$1K – 1504
2016
Q3 		$1K Buy
+50
New +$632 ﹤0.01% 1557

Other funds holding HCAP

PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CAM
Cubic Asset Management Boston, Massachusetts $422M AUM 29.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $5.39B AUM 56.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

JNBA Financial Advisors's HCAP Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Harvest Capital Credit Corporation (HCAP) in Q4 2016, closing a stake of 50 shares — an estimated $1K sold.

JNBA Financial Advisors first reported a position in HCAP in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 21 funds tracked by Wall St. Rank hold HCAP as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Harvest Capital Credit Corporation position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 50 Harvest Capital Credit Corporation shares in Q4 2016, an estimated $1K.
  • JNBA Financial Advisors first reported a position in Harvest Capital Credit Corporation in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Harvest Capital Credit Corporation position peaked at $1K in Q3 2016.
  • 21 funds tracked by Wall St. Rank held Harvest Capital Credit Corporation as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.