Gary Goldberg Planning Services’s Harley-Davidson HOG Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$40K	Hold	602	–	–	0.02%	243
2014 Q3	$35K	Hold	602	–	–	0.01%	269
2014 Q2	$42K	Buy	602 +500	+490%	+$35.2K	0.02%	237
2014 Q1	$7K	Hold	102	–	–	﹤0.01%	348
2013 Q4	$7K	Hold	102	–	–	﹤0.01%	309
2013 Q3	$7K	Hold	102	–	–	﹤0.01%	306
2013 Q2	$6K	Buy	+102	New	+$5.51K	﹤0.01%	321

Other funds holding HOG

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gary Goldberg Planning Services's HOG Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Harley-Davidson (HOG) position steady in Q4 2014 at 602 shares worth $40K. The position accounts for 0.02% of the portfolio, ranked #243.

Gary Goldberg Planning Services first reported a position in HOG in Q2 2013 and has held it in 7 quarters since. The position peaked at $42K in Q2 2014. 524 funds tracked by Wall St. Rank hold HOG as of Q4 2014.

Gary Goldberg Planning Services held 602 shares of Harley-Davidson worth $40K as of Q4 2014.
Gary Goldberg Planning Services left its Harley-Davidson share count unchanged in Q4 2014.
Harley-Davidson made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #243 holding.
Gary Goldberg Planning Services first reported a position in Harley-Davidson in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Harley-Davidson position peaked at $42K in Q2 2014.
524 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.