MWM
HAPN

Merriman Wealth Management’s Happen Inc HAPN Stock Holding History

Merriman Wealth Management’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
2015
Q2 		– Sell
-2,446
Closed -$233K – 37
2015
Q1 		$233K Buy
+2,446
New +$255K 0.24% 39

Other funds holding HAPN

NVPX
Norwest Venture Partners X Palo Alto, California $38.6M AUM 27.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
CPV
Canaan Partners VII Westport, Connecticut $32.3M AUM 154.97% 1-Year Est. Return
FC
Foundation Capital Palo Alto, California $55.5M AUM 83.75% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DM
DST Managers Grand Cayman, Cayman Islands $733K AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Merriman Wealth Management's HAPN Position: Q2 2015 in Review

Merriman Wealth Management sold out of Happen Inc (HAPN) in Q2 2015, closing a stake of 2,446 shares — an estimated $233K sold.

Merriman Wealth Management first reported a position in HAPN in Q1 2015 and held it in 1 quarter. The position peaked at $233K in Q1 2015. 153 funds tracked by Wall St. Rank hold HAPN as of Q2 2015.

  • Merriman Wealth Management reported no remaining Happen Inc position as of Q2 2015 after selling out during the quarter.
  • Merriman Wealth Management sold 2,446 Happen Inc shares in Q2 2015, an estimated $233K.
  • Merriman Wealth Management first reported a position in Happen Inc in Q1 2015 and held it in 1 quarter.
  • Merriman Wealth Management's Happen Inc position peaked at $233K in Q1 2015.
  • 153 funds tracked by Wall St. Rank held Happen Inc as of Q2 2015.

Based on Merriman Wealth Management's 13F filing for Q2 2015, filed 29 Jul 2015.