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Winslow Evans & Crocker’s Hercules Capital HTGC Stock Holding History

Winslow Evans & Crocker’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
2017
Q2 		– Sell
-500
Closed -$7.57K – 1283
2017
Q1 		$7.57K Hold
500
– – ﹤0.01% 952
2016
Q4 		$7.06K Buy
+500
New +$6.81K ﹤0.01% 961

Other funds holding HTGC

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T. Rowe Price Associates
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Winslow Evans & Crocker's HTGC Position: Q2 2017 in Review

Winslow Evans & Crocker sold out of Hercules Capital (HTGC) in Q2 2017, closing a stake of 500 shares — an estimated $7.57K sold.

Winslow Evans & Crocker first reported a position in HTGC in Q4 2016 and held it in 2 quarters. The position peaked at $7.57K in Q1 2017. 165 funds tracked by Wall St. Rank hold HTGC as of Q2 2017.

  • Winslow Evans & Crocker reported no remaining Hercules Capital position as of Q2 2017 after selling out during the quarter.
  • Winslow Evans & Crocker sold 500 Hercules Capital shares in Q2 2017, an estimated $7.57K.
  • Winslow Evans & Crocker first reported a position in Hercules Capital in Q4 2016 and held it in 2 quarters.
  • Winslow Evans & Crocker's Hercules Capital position peaked at $7.57K in Q1 2017.
  • 165 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2017.

Based on Winslow Evans & Crocker's 13F filing for Q2 2017, filed 14 Jul 2017.