VFA
HAPN

Valeo Financial Advisors’s Happen Inc HAPN Stock Holding History

Valeo 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
2018
Q4 		– Sell
-50
Closed -$1K – 1616
2018
Q3 		$1K Buy
+50
New +$972 ﹤0.01% 1636

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 $5.72T AUM 30.48% 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 $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valeo Financial Advisors's HAPN Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Happen Inc (HAPN) in Q4 2018, closing a stake of 50 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in HAPN in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 135 funds tracked by Wall St. Rank hold HAPN as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Happen Inc position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 50 Happen Inc shares in Q4 2018, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Happen Inc in Q3 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's Happen Inc position peaked at $1K in Q3 2018.
  • 135 funds tracked by Wall St. Rank held Happen Inc as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.