OFW
HAPN

Omnia Family Wealth’s Happen Inc HAPN Stock Holding History

Omnia Family Wealth’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
-87
Closed -$2K – 658
2017
Q2 		$2K Hold
87
– – ﹤0.01% 600
2017
Q1 		$2K Hold
87
– – ﹤0.01% 593
2016
Q4 		$2K Buy
+87
New +$2.39K ﹤0.01% 598

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

Omnia Family Wealth's HAPN Position: Q3 2017 in Review

Omnia Family Wealth sold out of Happen Inc (HAPN) in Q3 2017, closing a stake of 87 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in HAPN in Q4 2016 and held it in 3 quarters. The position peaked at $2K in Q2 2017. 181 funds tracked by Wall St. Rank hold HAPN as of Q3 2017.

  • Omnia Family Wealth reported no remaining Happen Inc position as of Q3 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 87 Happen Inc shares in Q3 2017, an estimated $2K.
  • Omnia Family Wealth first reported a position in Happen Inc in Q4 2016 and held it in 3 quarters.
  • Omnia Family Wealth's Happen Inc position peaked at $2K in Q2 2017.
  • 181 funds tracked by Wall St. Rank held Happen Inc as of Q3 2017.

Based on Omnia Family Wealth's 13F filing for Q3 2017, filed 14 Nov 2017.