SWM
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Stockman Wealth Management’s Hercules Capital HTGC Stock Holding History

Stockman Wealth Management’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
Q1 		– Sell
-21,879
Closed -$561K – 154
2017
Q4 		$561K Buy
+21,879
New +$286K 0.25% 79

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MC
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UBS Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
NC
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SIS
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AllianceBernstein
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Stockman Wealth Management's HTGC Position: Q1 2018 in Review

Stockman Wealth Management sold out of Hercules Capital (HTGC) in Q1 2018, closing a stake of 21,879 shares — an estimated $561K sold.

Stockman Wealth Management first reported a position in HTGC in Q4 2017 and held it in 1 quarter. The position peaked at $561K in Q4 2017. 161 funds tracked by Wall St. Rank hold HTGC as of Q1 2018.

  • Stockman Wealth Management reported no remaining Hercules Capital position as of Q1 2018 after selling out during the quarter.
  • Stockman Wealth Management sold 21,879 Hercules Capital shares in Q1 2018, an estimated $561K.
  • Stockman Wealth Management first reported a position in Hercules Capital in Q4 2017 and held it in 1 quarter.
  • Stockman Wealth Management's Hercules Capital position peaked at $561K in Q4 2017.
  • 161 funds tracked by Wall St. Rank held Hercules Capital as of Q1 2018.

Based on Stockman Wealth Management's 13F filing for Q1 2018, filed 10 May 2018.