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Capital Investment Advisory Services’s Harley-Davidson HOG Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-786
Closed -$28K – 869
2019
Q3 		$28K Hold
786
– – 0.01% 710
2019
Q2 		$27K Hold
786
– – 0.01% 701
2019
Q1 		$28K Buy
786
+200
+34% +$7.28K 0.01% 605
2018
Q4 		$20K Buy
+586
New +$23K 0.01% 642

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Capital Investment Advisory Services's HOG Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Harley-Davidson (HOG) in Q4 2019, closing a stake of 786 shares — an estimated $28K sold.

Capital Investment Advisory Services first reported a position in HOG in Q4 2018 and held it in 4 quarters. The position peaked at $28K in Q3 2019. 464 funds tracked by Wall St. Rank hold HOG as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Harley-Davidson position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 786 Harley-Davidson shares in Q4 2019, an estimated $28K.
  • Capital Investment Advisory Services first reported a position in Harley-Davidson in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Harley-Davidson position peaked at $28K in Q3 2019.
  • 464 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.