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Asset/Investment Management
whicapital.com

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Investments

41

Portfolio Exits

12

About William Harris Investors

William Harris Investors, Inc. (WHI) is a family-based professional asset management firm with more than $1 billion in capital under management. The firm also provides fiduciary services, personal financial planning and cash management, accounting, administrative, tax preparation, and philanthropic services. It primarily provides its services to individuals, typically high net worth individuals; pooled investment vehicles; charitable organizations; and corporations. The firm invests in the public equity markets of the United States. It also invests in real estate, alternative investment vehicles, and conventional securities. The firm primarily makes direct and indirect investments, ranging from direct venture capital, private and public equities, and real estate investments, to indirect investments with external third party hedge funds, private equity, and real estate managers.

William Harris Investors Headquarter Location

191 North Wacker Drive Suite 1500

Chicago, Illinois, 60606,

United States

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Latest William Harris Investors News

William Harris Investors Inc. Continues to Hold Position in 3M Co. (MMM)

Sep 24, 2016

Tweet William Harris Investors Inc. maintained its position in shares of 3M Co. (NYSE:MMM) during the second quarter, Holdings Channel reports. The institutional investor owned 2,058 shares of the company’s stock at the end of the second quarter. William Harris Investors Inc.’s holdings in 3M were worth $361,000 at the end of the most recent reporting period. Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Geode Capital Management LLC boosted its position in shares of 3M by 5.0% in the first quarter. Geode Capital Management LLC now owns 5,330,612 shares of the company’s stock worth $886,575,000 after buying an additional 251,776 shares during the last quarter. TIAA CREF Investment Management LLC boosted its position in shares of 3M by 1.2% in the first quarter. TIAA CREF Investment Management LLC now owns 5,008,441 shares of the company’s stock worth $834,557,000 after buying an additional 60,719 shares during the last quarter. BlackRock Group LTD boosted its position in shares of 3M by 6.3% in the first quarter. BlackRock Group LTD now owns 4,993,026 shares of the company’s stock worth $831,988,000 after buying an additional 297,153 shares during the last quarter. Wellington Management Group LLP boosted its position in shares of 3M by 10.6% in the first quarter. Wellington Management Group LLP now owns 3,970,813 shares of the company’s stock worth $661,657,000 after buying an additional 381,798 shares during the last quarter. Finally, American Century Companies Inc. boosted its position in shares of 3M by 10.8% in the second quarter. American Century Companies Inc. now owns 2,836,134 shares of the company’s stock worth $496,664,000 after buying an additional 276,535 shares during the last quarter. Institutional investors own 65.66% of the company’s stock. Shares of 3M Co. ( NYSE:MMM ) traded down 1.37% during mid-day trading on Friday, hitting $177.39. The stock had a trading volume of 1,910,978 shares. The stock’s 50-day moving average is $178.87 and its 200 day moving average is $172.29. The firm has a market capitalization of $107.21 billion, a price-to-earnings ratio of 22.64 and a beta of 1.07. 3M Co. has a 1-year low of $134.64 and a 1-year high of $182.27. 3M (NYSE:MMM) last posted its quarterly earnings results on Tuesday, July 26th. The company reported $2.08 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.07 by $0.01. 3M had a net margin of 16.29% and a return on equity of 41.84%. The business earned $7.70 billion during the quarter, compared to analyst estimates of $7.73 billion. During the same period in the prior year, the business posted $2.02 earnings per share. The company’s revenue was down .3% on a year-over-year basis. Equities research analysts predict that 3M Co. will post $8.21 EPS for the current fiscal year. The firm also recently declared a quarterly dividend, which was paid on Monday, September 12th. Shareholders of record on Friday, August 19th were given a dividend of $1.11 per share. The ex-dividend date of this dividend was Wednesday, August 17th. This represents a $4.44 annualized dividend and a yield of 2.50%. 3M’s payout ratio is 56.63%. MMM has been the subject of a number of research reports. Credit Suisse Group AG reiterated a “buy” rating on shares of 3M in a research note on Sunday, July 10th. Jefferies Group reaffirmed a “buy” rating on shares of 3M in a research report on Thursday, August 4th. Deutsche Bank AG reaffirmed a “hold” rating and set a $164.00 target price on shares of 3M in a research report on Thursday, August 25th. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of 3M in a research report on Monday, June 27th. Finally, Morgan Stanley reaffirmed a “sell” rating and set a $168.00 target price on shares of 3M in a research report on Tuesday, August 23rd. Two investment analysts have rated the stock with a sell rating, eight have issued a hold rating and three have issued a buy rating to the company. The company currently has a consensus rating of “Hold” and a consensus target price of $167.11. In other news, VP Khandpur K. Ashish sold 1,679 shares of the company’s stock in a transaction dated Friday, July 29th. The shares were sold at an average price of $178.39, for a total transaction of $299,516.81. Following the completion of the transaction, the vice president now directly owns 1,011 shares of the company’s stock, valued at $180,352.29. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink . Also, insider Paul A. Keel sold 3,180 shares of the company’s stock in a transaction dated Friday, July 29th. The shares were sold at an average price of $178.39, for a total transaction of $567,280.20. Following the transaction, the insider now directly owns 9,961 shares of the company’s stock, valued at $1,776,942.79. The disclosure for this sale can be found here . Company insiders own 0.58% of the company’s stock. 3M Company Profile 3M Company is a technology company. The Company operates through five segments. Its Industrial segment serves markets, such as automotive original equipment manufacturer and automotive aftermarket, electronics, appliance, paper and printing, packaging, food and beverage, and construction. Its Safety and Graphics segment serves markets for the safety, security and productivity of people, facilities and systems. Want to see what other hedge funds are holding MMM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for 3M Co. (NYSE:MMM). Receive News & Ratings for 3M Co. Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for 3M Co. and related companies with MarketBeat.com's FREE daily email newsletter . Comment on this Post

William Harris Investors Investments

41 Investments

William Harris Investors has made 41 investments. Their latest investment was in Micromet as part of their PIPE on October 10, 2008.

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William Harris Investors Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

10/14/2008

PIPE

Micromet

$40M

No

8/8/2008

PIPE - II

Lpath

$6.74M

Yes

4/22/2008

PIPE - III

Derma Sciences

$6.1M

No

12/21/2007

PIPE

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$99M

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0

11/23/2007

PIPE - II

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$99M

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0

Date

10/14/2008

8/8/2008

4/22/2008

12/21/2007

11/23/2007

Round

PIPE

PIPE - II

PIPE - III

PIPE

PIPE - II

Company

Micromet

Lpath

Derma Sciences

Subscribe to see more

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Amount

$40M

$6.74M

$6.1M

$99M

$99M

New?

No

Yes

No

Subscribe to see more

Subscribe to see more

Co-Investors

Sources

0

0

William Harris Investors Portfolio Exits

12 Portfolio Exits

William Harris Investors has 12 portfolio exits. Their latest portfolio exit was Derma Sciences on February 24, 2017.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

2/24/2017

Acq - P2P

$99M

3

5/16/2011

Acquired

$99M

1

10/21/2010

Acquired

$99M

1

9/27/2010

Acquired

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$99M

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10

8/17/2007

IPO

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0

Date

2/24/2017

5/16/2011

10/21/2010

9/27/2010

8/17/2007

Exit

Acq - P2P

Acquired

Acquired

Acquired

IPO

Companies

Subscribe to see more

Subscribe to see more

Valuation

$99M

$99M

$99M

$99M

Acquirer

Subscribe to see more

Subscribe to see more

Sources

3

1

1

10

0

William Harris Investors Acquisitions

1 Acquisition

William Harris Investors acquired 1 company. Their latest acquisition was Emerald Waste Services on January 09, 2006.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

1/9/2006

Other Venture Capital

$99M

$12.2M

Acquired

Date

1/9/2006

Investment Stage

Other Venture Capital

Companies

Valuation

$99M

Total Funding

$12.2M

Note

Acquired

Sources

William Harris Investors Team

1 Team Member

William Harris Investors has 1 team member, including current Managing Partner, Adam Schecter.

Name

Work History

Title

Status

Adam Schecter

Managing Partner

Current

Name

Adam Schecter

Work History

Title

Managing Partner

Status

Current

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