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YorkBridge Wealth Partners’s Hercules Capital HTGC Stock Holding History

YorkBridge Wealth Partners’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
2018
Q1 		– Sell
-300
Closed -$4K – 859
2017
Q4 		$4K Buy
+300
New +$3.92K ﹤0.01% 723

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YorkBridge Wealth Partners's HTGC Position: Q1 2018 in Review

YorkBridge Wealth Partners sold out of Hercules Capital (HTGC) in Q1 2018, closing a stake of 300 shares — an estimated $4K sold.

YorkBridge Wealth Partners first reported a position in HTGC in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 161 funds tracked by Wall St. Rank hold HTGC as of Q1 2018.

  • YorkBridge Wealth Partners reported no remaining Hercules Capital position as of Q1 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 300 Hercules Capital shares in Q1 2018, an estimated $4K.
  • YorkBridge Wealth Partners first reported a position in Hercules Capital in Q4 2017 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Hercules Capital position peaked at $4K in Q4 2017.
  • 161 funds tracked by Wall St. Rank held Hercules Capital as of Q1 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.