TPWA
HAPN

TRUE Private Wealth Advisors’s Happen Inc HAPN Stock Holding History

TRUE Private Wealth 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
2018
Q4 		– Sell
-2,000
Closed -$38.8K – 625
2018
Q3 		$38.8K Hold
2,000
– – 0.01% 494
2018
Q2 		$37K Hold
2,000
– – 0.01% 270
2018
Q1 		$35K Hold
2,000
– – 0.01% 226
2017
Q4 		$41K Hold
2,000
– – 0.01% 217
2017
Q3 		$60K Hold
2,000
– – 0.01% 155
2017
Q2 		$55K Hold
2,000
– – 0.01% 151
2017
Q1 		$53K Hold
2,000
– – 0.01% 145
2016
Q4 		$63K Hold
2,000
– – 0.02% 146
2016
Q3 		$55K Hold
2,000
– – 0.02% 146
2016
Q2 		$43K Buy
+2,000
New +$57.6K 0.01% 142

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

TRUE Private Wealth Advisors's HAPN Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Happen Inc (HAPN) in Q4 2018, closing a stake of 2,000 shares — an estimated $38.8K sold.

TRUE Private Wealth Advisors first reported a position in HAPN in Q2 2016 and held it in 10 quarters. The position peaked at $63K in Q4 2016. 135 funds tracked by Wall St. Rank hold HAPN as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Happen Inc position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 2,000 Happen Inc shares in Q4 2018, an estimated $38.8K.
  • TRUE Private Wealth Advisors first reported a position in Happen Inc in Q2 2016 and held it in 10 quarters.
  • TRUE Private Wealth Advisors's Happen Inc position peaked at $63K in Q4 2016.
  • 135 funds tracked by Wall St. Rank held Happen Inc as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.