WSTAM
HAPN

Wilbanks Smith & Thomas Asset Management’s Happen Inc HAPN Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q2 		– Sell
-47,094
Closed -$824K – 357
2018
Q1 		$824K Buy
47,094
+18,516
+65% +$357K 0.07% 149
2017
Q4 		$590K Buy
+28,578
New +$710K 0.05% 180

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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NVPX
Norwest Venture Partners X Palo Alto, California $38.6M AUM 27.92% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's HAPN Position: Q2 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Happen Inc (HAPN) in Q2 2018, closing a stake of 47,094 shares — an estimated $824K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in HAPN in Q4 2017 and held it in 2 quarters. The position peaked at $824K in Q1 2018. 158 funds tracked by Wall St. Rank hold HAPN as of Q2 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Happen Inc position as of Q2 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 47,094 Happen Inc shares in Q2 2018, an estimated $824K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Happen Inc in Q4 2017 and held it in 2 quarters.
  • Wilbanks Smith & Thomas Asset Management's Happen Inc position peaked at $824K in Q1 2018.
  • 158 funds tracked by Wall St. Rank held Happen Inc as of Q2 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2018, filed 8 Aug 2018.