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Cornerstone Wealth Management’s Harley-Davidson HOG Stock Holding History

Cornerstone Wealth Management’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
-65,768
Closed -$1.44M – 685
2018
Q3 		$1.44M Sell
65,768
-17,339
-21% -$753K 0.02% 610
2018
Q2 		$1.98M Buy
+83,107
New +$3.5M 0.02% 551

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 $544B AUM 28.31% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Cornerstone Wealth Management's HOG Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Harley-Davidson (HOG) in Q4 2018, closing a stake of 65,768 shares — an estimated $1.44M sold.

Cornerstone Wealth Management first reported a position in HOG in Q2 2018 and held it in 2 quarters. The position peaked at $1.98M in Q2 2018. 477 funds tracked by Wall St. Rank hold HOG as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Harley-Davidson position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 65,768 Harley-Davidson shares in Q4 2018, an estimated $1.44M.
  • Cornerstone Wealth Management first reported a position in Harley-Davidson in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Harley-Davidson position peaked at $1.98M in Q2 2018.
  • 477 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.