STRATEGIC WEALTH MANAGEMENT INC - HARBOR CAPITAL APPRECIATION FUND - INST ownership

HARBOR CAPITAL APPRECIATION FUND - INST's ticker is and the CUSIP is 411511504. A total of 9 filers reported holding HARBOR CAPITAL APPRECIATION FUND - INST in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
STRATEGIC WEALTH MANAGEMENT INC ownership history of HARBOR CAPITAL APPRECIATION FUND - INST
ValueSharesWeighting
Q1 2020$14,220,000
+4.7%
212,904
+18.7%
18.84%
+45.9%
Q4 2019$13,587,000
+6.3%
179,368
+3.1%
12.91%
+6.6%
Q3 2019$12,782,000
-5.8%
174,026
-3.8%
12.11%
+15.1%
Q2 2019$13,568,000
+0.9%
180,808
-2.0%
10.52%
-14.7%
Q1 2019$13,443,000
+17.5%
184,5860.0%12.34%
+18.7%
Q4 2018$11,437,000
-24.7%
184,586
-0.1%
10.40%
-19.3%
Q3 2018$15,196,000
+7.4%
184,841
+0.7%
12.88%
+2.1%
Q2 2018$14,146,000
+192.0%
183,615
+174.6%
12.61%
+208.0%
Q1 2018$4,844,000
-1.5%
66,869
-5.6%
4.10%
-17.1%
Q4 2017$4,918,000
-3.8%
70,825
-0.0%
4.94%
-30.4%
Q3 2017$5,113,000
+106.2%
70,851
+89.8%
7.09%
+69.1%
Q2 2017$2,480,000
+10.5%
37,327
+4.3%
4.19%
+37.4%
Q1 2017$2,244,000
+28.3%
35,802
+15.9%
3.05%
+70.0%
Q4 2016$1,749,000
-50.1%
30,878
-50.0%
1.80%
-82.7%
Q3 2016$3,503,0000.0%61,7570.0%10.35%0.0%
Q2 2016$3,503,000
-11.6%
61,757
-10.4%
10.35%
+22.6%
Q1 2016$3,963,000
-54.9%
68,955
-52.3%
8.44%
-4.6%
Q4 2015$8,783,000144,4298.85%
Other shareholders
HARBOR CAPITAL APPRECIATION FUND - INST shareholders Q4 2015
NameSharesValueWeighting ↓
ARCADIA INVESTMENT MANAGEMENT CORP/MI 4,039$211,0000.06%
Hirtle Callaghan & Co LLC 3,899$204,0000.03%
NORTH STAR ASSET MANAGEMENT INC 4,572$239,0000.03%
SOUTH TEXAS MONEY MANAGEMENT LTD 6,589$345,0000.03%
Janney Montgomery Scott LLC 7,158$374,273,0000.01%
MOTCO 878$46,0000.01%
View complete list of HARBOR CAPITAL APPRECIATION FUND - INST shareholders