WAS
HRZN icon

WESPAC Advisors SoCal’s Horizon Technology Finance HRZN Stock Holding History

WESPAC Advisors SoCal’s Portfolio HRZN Stock Details HRZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-725
Closed -$7K – 157
2018
Q1 		$7K Buy
+725
New +$7.92K ﹤0.01% 207

Other funds holding HRZN

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
NFA
Nuveen Fund Advisors Chicago, Illinois $239K AUM 19.32% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

WESPAC Advisors SoCal's HRZN Position: Q2 2018 in Review

WESPAC Advisors SoCal sold out of Horizon Technology Finance (HRZN) in Q2 2018, closing a stake of 725 shares — an estimated $7K sold.

WESPAC Advisors SoCal first reported a position in HRZN in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 31 funds tracked by Wall St. Rank hold HRZN as of Q2 2018.

  • WESPAC Advisors SoCal reported no remaining Horizon Technology Finance position as of Q2 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 725 Horizon Technology Finance shares in Q2 2018, an estimated $7K.
  • WESPAC Advisors SoCal first reported a position in Horizon Technology Finance in Q1 2018 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Horizon Technology Finance position peaked at $7K in Q1 2018.
  • 31 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2018, filed 13 Jul 2018.