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Cascade Investment Advisors’s Harley-Davidson HOG Stock Holding History

Cascade Investment 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
2017
Q3 		– Sell
-24,390
Closed -$1.32M – 179
2017
Q2 		$1.32M Sell
24,390
-825
-3% -$45.9K 1.12% 37
2017
Q1 		$1.53M Sell
25,215
-3,750
-13% -$220K 1.34% 29
2016
Q4 		$1.69M Buy
+28,965
New +$1.65M 1.44% 24
2016
Q2 		$1.28M Buy
+28,365
New +$1.31M 1.24% 39

Other funds holding HOG

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Cascade Investment Advisors's HOG Position: Q3 2017 in Review

Cascade Investment Advisors sold out of Harley-Davidson (HOG) in Q3 2017, closing a stake of 24,390 shares — an estimated $1.32M sold.

Cascade Investment Advisors first reported a position in HOG in Q2 2016 and held it in 4 quarters. The position peaked at $1.69M in Q4 2016. 488 funds tracked by Wall St. Rank hold HOG as of Q3 2017.

  • Cascade Investment Advisors reported no remaining Harley-Davidson position as of Q3 2017 after selling out during the quarter.
  • Cascade Investment Advisors sold 24,390 Harley-Davidson shares in Q3 2017, an estimated $1.32M.
  • Cascade Investment Advisors first reported a position in Harley-Davidson in Q2 2016 and held it in 4 quarters.
  • Cascade Investment Advisors's Harley-Davidson position peaked at $1.69M in Q4 2016.
  • 488 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2017.

Based on Cascade Investment Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.