KCM Investment Advisors’s Hercules Capital, Inc. HTGX.CL Stock Holding History

KCM Investment Advisors’s Portfolio HTGX.CL Stock Details HTGX.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-10,200	Closed	-$259K	–	539
2017 Q3	$259K	Buy	10,200 +1,300	+15%	+$33.1K	0.02%	459
2017 Q2	$227K	Sell	8,900 -200	-2%	-$5.11K	0.01%	497
2017 Q1	$233K	Buy	9,100 +200	+2%	+$5.11K	0.01%	488
2016 Q4	$226K	Buy	8,900 +600	+7%	+$15.3K	0.02%	490
2016 Q3	$213K	Buy	+8,300	New	+$214K	0.01%	508

Other funds holding HTGX.CL

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

KCM Investment Advisors's HTGX.CL Position: Q4 2017 in Review

KCM Investment Advisors sold out of Hercules Capital, Inc. (HTGX.CL) in Q4 2017, closing a stake of 10,200 shares — an estimated $259K sold.

KCM Investment Advisors first reported a position in HTGX.CL in Q3 2016 and held it in 5 quarters. The position peaked at $259K in Q3 2017. 1 fund tracked by Wall St. Rank holds HTGX.CL as of Q4 2017.

KCM Investment Advisors reported no remaining Hercules Capital, Inc. position as of Q4 2017 after selling out during the quarter.
KCM Investment Advisors sold 10,200 Hercules Capital, Inc. shares in Q4 2017, an estimated $259K.
KCM Investment Advisors first reported a position in Hercules Capital, Inc. in Q3 2016 and held it in 5 quarters.
KCM Investment Advisors's Hercules Capital, Inc. position peaked at $259K in Q3 2017.
1 fund tracked by Wall St. Rank held Hercules Capital, Inc. as of Q4 2017.

Based on KCM Investment Advisors's 13F filing for Q4 2017, filed 22 Feb 2018.