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

Gupta 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
2016
Q1 		– Sell
-168
Closed -$8K – 1200
2015
Q4 		$8K Buy
168
+11
+7% +$542 ﹤0.01% 936
2015
Q3 		$9K Buy
157
+138
+726% +$7.79K ﹤0.01% 926
2015
Q2 		$1K Hold
19
– – ﹤0.01% 1199
2015
Q1 		$1K Buy
+19
New +$1.2K ﹤0.01% 1098

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gupta Wealth Management's HOG Position: Q1 2016 in Review

Gupta Wealth Management sold out of Harley-Davidson (HOG) in Q1 2016, closing a stake of 168 shares — an estimated $8K sold.

Gupta Wealth Management first reported a position in HOG in Q1 2015 and held it in 4 quarters. The position peaked at $9K in Q3 2015. 533 funds tracked by Wall St. Rank hold HOG as of Q1 2016.

  • Gupta Wealth Management reported no remaining Harley-Davidson position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 168 Harley-Davidson shares in Q1 2016, an estimated $8K.
  • Gupta Wealth Management first reported a position in Harley-Davidson in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's Harley-Davidson position peaked at $9K in Q3 2015.
  • 533 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.