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Clifford Swan Investment Counsel’s Harley-Davidson HOG Stock Holding History

Clifford Swan Investment Counsel’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
Q1 		– Sell
-3,100
Closed -$204K – 262
2014
Q4 		$204K Buy
+3,100
New +$200K 0.01% 243
2014
Q3 		– Sell
-3,100
Closed -$217K – 252
2014
Q2 		$217K Hold
3,100
– – 0.01% 236
2014
Q1 		$206K Hold
3,100
– – 0.01% 237
2013
Q4 		$215K Buy
+3,100
New +$205K 0.02% 223

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Clifford Swan Investment Counsel's HOG Position: Q1 2015 in Review

Clifford Swan Investment Counsel sold out of Harley-Davidson (HOG) in Q1 2015, closing a stake of 3,100 shares — an estimated $204K sold.

Clifford Swan Investment Counsel first reported a position in HOG in Q4 2013 and held it in 4 quarters. The position peaked at $217K in Q2 2014. 492 funds tracked by Wall St. Rank hold HOG as of Q1 2015.

  • Clifford Swan Investment Counsel reported no remaining Harley-Davidson position as of Q1 2015 after selling out during the quarter.
  • Clifford Swan Investment Counsel sold 3,100 Harley-Davidson shares in Q1 2015, an estimated $204K.
  • Clifford Swan Investment Counsel first reported a position in Harley-Davidson in Q4 2013 and held it in 4 quarters.
  • Clifford Swan Investment Counsel's Harley-Davidson position peaked at $217K in Q2 2014.
  • 492 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2015.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2015, filed 15 May 2015.