Patriot Financial Group Insurance Agency’s Harvest Capital Credit Corporation HCAP Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio HCAP Stock Details HCAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-500	Closed	-$6K	–	999
2017 Q4	$6K	Buy	+500	New	+$6.11K	﹤0.01%	701

Other funds holding HCAP

GCM

Gables Capital Management Miami, Florida $277M AUM 41.87% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GIM

Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

SCM

Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HCAP Position: Q1 2018 in Review

Patriot Financial Group Insurance Agency sold out of Harvest Capital Credit Corporation (HCAP) in Q1 2018, closing a stake of 500 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in HCAP in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 16 funds tracked by Wall St. Rank hold HCAP as of Q1 2018.

Patriot Financial Group Insurance Agency reported no remaining Harvest Capital Credit Corporation position as of Q1 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 500 Harvest Capital Credit Corporation shares in Q1 2018, an estimated $6K.
Patriot Financial Group Insurance Agency first reported a position in Harvest Capital Credit Corporation in Q4 2017 and held it in 1 quarter.
Patriot Financial Group Insurance Agency's Harvest Capital Credit Corporation position peaked at $6K in Q4 2017.
16 funds tracked by Wall St. Rank held Harvest Capital Credit Corporation as of Q1 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2018, filed 14 May 2018.