PMFA
HAPN

Plante Moran Financial Advisors’s Happen Inc HAPN Stock Holding History

Plante Moran Financial Advisors’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
Q2 		– Sell
-345
Closed -$9K – 875
2017
Q1 		$9K Sell
345
-179
-34% -$5.09K 0.01% 588
2016
Q4 		$14K Buy
+524
New +$14.4K 0.01% 533

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
FC
Foundation Capital Palo Alto, California $55.5M AUM 83.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
NVPX
Norwest Venture Partners X Palo Alto, California $38.6M AUM 27.92% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Plante Moran Financial Advisors's HAPN Position: Q2 2017 in Review

Plante Moran Financial Advisors sold out of Happen Inc (HAPN) in Q2 2017, closing a stake of 345 shares — an estimated $9K sold.

Plante Moran Financial Advisors first reported a position in HAPN in Q4 2016 and held it in 2 quarters. The position peaked at $14K in Q4 2016. 188 funds tracked by Wall St. Rank hold HAPN as of Q2 2017.

  • Plante Moran Financial Advisors reported no remaining Happen Inc position as of Q2 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 345 Happen Inc shares in Q2 2017, an estimated $9K.
  • Plante Moran Financial Advisors first reported a position in Happen Inc in Q4 2016 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Happen Inc position peaked at $14K in Q4 2016.
  • 188 funds tracked by Wall St. Rank held Happen Inc as of Q2 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2017, filed 25 Jul 2017.