Proficio Capital Partners’s Hercules Capital HTGC Stock Holding History

Proficio Capital Partners’s Portfolio HTGC Stock Details HTGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-988	Closed	-$13K	–	1221
2018 Q3	$13K	Hold	988	–	–	0.01%	729
2018 Q2	$12K	Hold	988	–	–	0.01%	771
2018 Q1	$12K	Hold	988	–	–	﹤0.01%	758
2017 Q4	$13K	Sell	988 -241	-20%	-$3.15K	0.01%	724
2017 Q3	$16K	Hold	1,229	–	–	0.01%	645
2017 Q2	$16K	Hold	1,229	–	–	0.01%	668
2017 Q1	$16K	Sell	1,229 -81	-6%	-$1.19K	0.01%	677
2016 Q4	$18K	Hold	1,310	–	–	0.01%	475
2016 Q3	$18K	Sell	1,310 -98	-7%	-$1.31K	0.01%	454
2016 Q2	$18K	Buy	1,408 +140	+11%	+$1.7K	0.01%	445
2016 Q1	$15K	Buy	+1,268	New	+$14.1K	0.01%	362

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Royal Bank of Canada

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JP Morgan Chase

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Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return