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Fusion Family Wealth’s Harley-Davidson HOG Stock Holding History

Fusion Family Wealth’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
Q1 		– Sell
-50
Closed -$2K – 190
2018
Q4 		$2K Hold
50
– – ﹤0.01% 223
2018
Q3 		$2K Hold
50
– – ﹤0.01% 235
2018
Q2 		$2K Hold
50
– – ﹤0.01% 256
2018
Q1 		$2K Hold
50
– – ﹤0.01% 242
2017
Q4 		$3K Buy
+50
New +$2.43K ﹤0.01% 248
2017
Q3 		– Sell
-50
Closed -$3K – 259
2017
Q2 		$3K Hold
50
– – ﹤0.01% 237
2017
Q1 		$3K Hold
50
– – ﹤0.01% 246
2016
Q4 		$3K Buy
+50
New +$2.85K ﹤0.01% 335

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fusion Family Wealth's HOG Position: Q1 2019 in Review

Fusion Family Wealth sold out of Harley-Davidson (HOG) in Q1 2019, closing a stake of 50 shares — an estimated $2K sold.

Fusion Family Wealth first reported a position in HOG in Q4 2016 and held it in 8 quarters. The position peaked at $3K in Q4 2017. 470 funds tracked by Wall St. Rank hold HOG as of Q1 2019.

  • Fusion Family Wealth reported no remaining Harley-Davidson position as of Q1 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 50 Harley-Davidson shares in Q1 2019, an estimated $2K.
  • Fusion Family Wealth first reported a position in Harley-Davidson in Q4 2016 and held it in 8 quarters.
  • Fusion Family Wealth's Harley-Davidson position peaked at $3K in Q4 2017.
  • 470 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.