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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | 184,586 | 0.0% | 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 | $3,503,000 | 0.0% | 61,757 | 0.0% | 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 | $8,783,000 | – | 144,429 | – | 8.85% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
STRATEGIC WEALTH MANAGEMENT INC | 70,825 | $4,918,000 | 4.94% |
Community Bank, N.A. | 6,405 | $445,000 | 0.05% |
FULTON BANK, N.A. | 3,532 | $245,000 | 0.02% |
SOUTH TEXAS MONEY MANAGEMENT LTD | 5,074 | $352,000 | 0.02% |
MOTCO | 1,267 | $88,000 | 0.01% |