APP
HOG icon

Avantax Planning Partners’s Harley-Davidson HOG Stock Holding History

Avantax Planning Partners’s Portfolio HOG Stock Details HOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,004
Closed -$45K – 676
2018
Q3 		$45K Buy
+1,004
New +$43.6K ﹤0.01% 507
2018
Q2 		– Sell
-578
Closed -$25K – 760
2018
Q1 		$25K Buy
+578
New +$27.7K ﹤0.01% 698

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Avantax Planning Partners's HOG Position: Q4 2018 in Review

Avantax Planning Partners sold out of Harley-Davidson (HOG) in Q4 2018, closing a stake of 1,004 shares — an estimated $45K sold.

Avantax Planning Partners first reported a position in HOG in Q1 2018 and held it in 2 quarters. The position peaked at $45K in Q3 2018. 478 funds tracked by Wall St. Rank hold HOG as of Q4 2018.

  • Avantax Planning Partners reported no remaining Harley-Davidson position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,004 Harley-Davidson shares in Q4 2018, an estimated $45K.
  • Avantax Planning Partners first reported a position in Harley-Davidson in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Harley-Davidson position peaked at $45K in Q3 2018.
  • 478 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.