BRWA
HOG icon

B. Riley Wealth Advisors’s Harley-Davidson HOG Stock Holding History

B. Riley Wealth Advisors’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
2015
Q4 		– Sell
-3,927
Closed -$216K – 591
2015
Q3 		$216K Sell
3,927
-2,315
-37% -$131K 0.05% 453
2015
Q2 		$352K Buy
+6,242
New +$357K 0.09% 290
2015
Q1 		– Sell
-8,010
Closed -$3.62K – 1185
2014
Q4 		$3.62K Buy
+8,010
New +$517K 0.08% 321
2014
Q3 		– Sell
-2,790
Closed -$195K – 1186
2014
Q2 		$195K Sell
2,790
-134
-5% -$9.44K 0.05% 462
2014
Q1 		$195K Buy
2,924
+30
+1% +$1.99K 0.06% 395
2013
Q4 		$200K Buy
2,894
+114
+4% +$7.55K 0.06% 346
2013
Q3 		$179K Hold
2,780
– – 0.06% 371
2013
Q2 		$152K Buy
+2,780
New +$150K 0.05% 420

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return