NFG
HAPN

Next Financial Group’s Happen Inc HAPN Stock Holding History

Next 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
2017
Q3 		– Sell
-800
Closed -$22K – 1871
2017
Q2 		$22K Hold
800
– – 0.01% 1042
2017
Q1 		$23K Sell
800
-200
-20% -$5.68K 0.01% 1000
2016
Q4 		$26K Buy
1,000
+400
+67% +$11K ﹤0.01% 1257
2016
Q3 		$19K Buy
+600
New +$15.6K ﹤0.01% 1388

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FC
Foundation Capital Palo Alto, California $55.5M AUM 83.75% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NVPX
Norwest Venture Partners X Palo Alto, California $38.6M AUM 27.92% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Next Financial Group's HAPN Position: Q3 2017 in Review

Next Financial Group sold out of Happen Inc (HAPN) in Q3 2017, closing a stake of 800 shares — an estimated $22K sold.

Next Financial Group first reported a position in HAPN in Q3 2016 and held it in 4 quarters. The position peaked at $26K in Q4 2016. 181 funds tracked by Wall St. Rank hold HAPN as of Q3 2017.

  • Next Financial Group reported no remaining Happen Inc position as of Q3 2017 after selling out during the quarter.
  • Next Financial Group sold 800 Happen Inc shares in Q3 2017, an estimated $22K.
  • Next Financial Group first reported a position in Happen Inc in Q3 2016 and held it in 4 quarters.
  • Next Financial Group's Happen Inc position peaked at $26K in Q4 2016.
  • 181 funds tracked by Wall St. Rank held Happen Inc as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.