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Kistler-Tiffany Companies’s Hercules Capital HTGC Stock Holding History

Kistler-Tiffany Companies’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
2015
Q4 		– Sell
-3,663
Closed -$37K – 607
2015
Q3 		$37K Hold
3,663
– – 0.02% 280
2015
Q2 		$42K Hold
3,663
– – 0.03% 274
2015
Q1 		$49K Hold
3,663
– – 0.03% 235
2014
Q4 		$55K Buy
+3,663
New +$55.3K 0.04% 228

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UBS Group
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Royal Bank of Canada
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Wellington Management Group
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Invesco
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CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
ACM
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Principal Financial Group
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Kistler-Tiffany Companies's HTGC Position: Q4 2015 in Review

Kistler-Tiffany Companies sold out of Hercules Capital (HTGC) in Q4 2015, closing a stake of 3,663 shares — an estimated $37K sold.

Kistler-Tiffany Companies first reported a position in HTGC in Q4 2014 and held it in 4 quarters. The position peaked at $55K in Q4 2014. 146 funds tracked by Wall St. Rank hold HTGC as of Q4 2015.

  • Kistler-Tiffany Companies reported no remaining Hercules Capital position as of Q4 2015 after selling out during the quarter.
  • Kistler-Tiffany Companies sold 3,663 Hercules Capital shares in Q4 2015, an estimated $37K.
  • Kistler-Tiffany Companies first reported a position in Hercules Capital in Q4 2014 and held it in 4 quarters.
  • Kistler-Tiffany Companies's Hercules Capital position peaked at $55K in Q4 2014.
  • 146 funds tracked by Wall St. Rank held Hercules Capital as of Q4 2015.

Based on Kistler-Tiffany Companies's 13F filing for Q4 2015, filed 6 Jan 2016.