WAM
HAPN

Wealthspire Advisors (Maryland)’s Happen Inc HAPN Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q4 		– Sell
-4
Closed – – 2498
2017
Q3 		$0 Hold
4
– – ﹤0.01% 2361
2017
Q2 		$0 Buy
+4
New +$114 ﹤0.01% 2237

Other funds holding HAPN

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BlackRock
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NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
FC
Foundation Capital Palo Alto, California $55.5M AUM 83.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NVPX
Norwest Venture Partners X Palo Alto, California $38.6M AUM 27.92% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HAPN Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of Happen Inc (HAPN) in Q4 2017, closing a stake of 4 shares.

Wealthspire Advisors (Maryland) first reported a position in HAPN in Q2 2017 and held it in 2 quarters. The position peaked at $0 in Q3 2017. 160 funds tracked by Wall St. Rank hold HAPN as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Happen Inc position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4 Happen Inc shares in Q4 2017.
  • Wealthspire Advisors (Maryland) first reported a position in Happen Inc in Q2 2017 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Happen Inc position peaked at $0 in Q3 2017.
  • 160 funds tracked by Wall St. Rank held Happen Inc as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.