NFG
HAPN

NewFocus Financial Group’s Happen Inc HAPN Stock Holding History

NewFocus Financial Group’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
2019
Q1 		– Sell
-3,393
Closed -$45K – 87
2018
Q4 		$45K Buy
+3,393
New +$56K 0.03% 84

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewFocus Financial Group's HAPN Position: Q1 2019 in Review

NewFocus Financial Group sold out of Happen Inc (HAPN) in Q1 2019, closing a stake of 3,393 shares — an estimated $45K sold.

NewFocus Financial Group first reported a position in HAPN in Q4 2018 and held it in 1 quarter. The position peaked at $45K in Q4 2018. 134 funds tracked by Wall St. Rank hold HAPN as of Q1 2019.

  • NewFocus Financial Group reported no remaining Happen Inc position as of Q1 2019 after selling out during the quarter.
  • NewFocus Financial Group sold 3,393 Happen Inc shares in Q1 2019, an estimated $45K.
  • NewFocus Financial Group first reported a position in Happen Inc in Q4 2018 and held it in 1 quarter.
  • NewFocus Financial Group's Happen Inc position peaked at $45K in Q4 2018.
  • 134 funds tracked by Wall St. Rank held Happen Inc as of Q1 2019.

Based on NewFocus Financial Group's 13F filing for Q1 2019, filed 26 Apr 2019.