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

Evercore 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 Q1	–	Sell	-450	Closed	-$23K	–	535
2017 Q4	$23K	Hold	450	–	–	﹤0.01%	707
2017 Q3	$21K	Hold	450	–	–	﹤0.01%	706
2017 Q2	$24K	Hold	450	–	–	﹤0.01%	689
2017 Q1	$27K	Hold	450	–	–	﹤0.01%	706
2016 Q4	$27K	Sell	450 -224	-33%	-$12.8K	﹤0.01%	712
2016 Q3	$36K	Hold	674	–	–	﹤0.01%	666
2016 Q2	$31K	Hold	674	–	–	﹤0.01%	680
2016 Q1	$35K	Sell	674 -136	-17%	-$5.93K	﹤0.01%	633
2015 Q4	$37K	Buy	810 +360	+80%	+$17.7K	﹤0.01%	650
2015 Q3	$24K	Sell	450 -100	-18%	-$5.64K	﹤0.01%	708
2015 Q2	$31K	Hold	550	–	–	﹤0.01%	714
2015 Q1	$33K	Hold	550	–	–	﹤0.01%	688
2014 Q4	$36K	Hold	550	–	–	﹤0.01%	586
2014 Q3	$32K	Hold	550	–	–	﹤0.01%	674
2014 Q2	$38K	Hold	550	–	–	﹤0.01%	648
2014 Q1	$37K	Hold	550	–	–	﹤0.01%	644
2013 Q4	$38K	Hold	550	–	–	﹤0.01%	596
2013 Q3	$36K	Hold	550	–	–	﹤0.01%	608
2013 Q2	$30K	Buy	+550	New	+$29.7K	﹤0.01%	623

Other funds holding HOG

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

Evercore Wealth Management's HOG Position: Q1 2018 in Review

Evercore Wealth Management sold out of Harley-Davidson (HOG) in Q1 2018, closing a stake of 450 shares — an estimated $23K sold.

Evercore Wealth Management first reported a position in HOG in Q2 2013 and held it in 19 quarters. The position peaked at $38K in Q2 2014. 496 funds tracked by Wall St. Rank hold HOG as of Q1 2018.

Evercore Wealth Management reported no remaining Harley-Davidson position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 450 Harley-Davidson shares in Q1 2018, an estimated $23K.
Evercore Wealth Management first reported a position in Harley-Davidson in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's Harley-Davidson position peaked at $38K in Q2 2014.
496 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.