SCM
HAPN

Symons Capital Management’s Happen Inc HAPN Stock Holding History

Symons Capital Management’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
2018
Q4 		– Sell
-7,155
Closed -$139K – 82
2018
Q3 		$139K Sell
7,155
-250
-3% -$4.86K 0.05% 74
2018
Q2 		$140K Sell
7,405
-284
-4% -$4.81K 0.05% 73
2018
Q1 		$135K Buy
+7,689
New +$148K 0.04% 71

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Symons Capital Management's HAPN Position: Q4 2018 in Review

Symons Capital Management sold out of Happen Inc (HAPN) in Q4 2018, closing a stake of 7,155 shares — an estimated $139K sold.

Symons Capital Management first reported a position in HAPN in Q1 2018 and held it in 3 quarters. The position peaked at $140K in Q2 2018. 135 funds tracked by Wall St. Rank hold HAPN as of Q4 2018.

  • Symons Capital Management reported no remaining Happen Inc position as of Q4 2018 after selling out during the quarter.
  • Symons Capital Management sold 7,155 Happen Inc shares in Q4 2018, an estimated $139K.
  • Symons Capital Management first reported a position in Happen Inc in Q1 2018 and held it in 3 quarters.
  • Symons Capital Management's Happen Inc position peaked at $140K in Q2 2018.
  • 135 funds tracked by Wall St. Rank held Happen Inc as of Q4 2018.

Based on Symons Capital Management's 13F filing for Q4 2018, filed 12 Feb 2019.