Wealthspire Advisors (Maryland)’s Hercules Capital HTGC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q1	–	Sell	-168	Closed	-$2K	–	2528
2018 Q4	$2K	Hold	168	–	–	﹤0.01%	2086
2018 Q3	$2K	Hold	168	–	–	﹤0.01%	2157
2018 Q2	$2K	Hold	168	–	–	﹤0.01%	2159
2018 Q1	$2K	Hold	168	–	–	﹤0.01%	2174
2017 Q4	$2K	Hold	168	–	–	﹤0.01%	2128
2017 Q3	$2K	Hold	168	–	–	﹤0.01%	1987
2017 Q2	$2K	Sell	168 -100	-37%	-$1.39K	﹤0.01%	1988
2017 Q1	$4K	Hold	268	–	–	﹤0.01%	1561
2016 Q4	$4K	Hold	268	–	–	﹤0.01%	1420
2016 Q3	$4K	Buy	268 +18	+7%	+$240	﹤0.01%	1430
2016 Q2	$3K	Hold	250	–	–	﹤0.01%	1432
2016 Q1	$3K	Hold	250	–	–	﹤0.01%	1451
2015 Q4	$3K	Buy	+250	New	+$2.81K	﹤0.01%	1461

Other funds holding HTGC

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Shanda Asset Management Holdings Tortola,, British Virgin Islands $1.84B AUM 36.09% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return