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Independent Advisor Alliance’s Harley-Davidson HOG Stock Holding History

Independent Advisor Alliance’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
-4,393
Closed -$201K – 429
2018
Q3 		$201K Sell
4,393
-1,242
-22% -$53.9K 0.04% 346
2018
Q2 		$237K Sell
5,635
-200
-3% -$8.43K 0.05% 285
2018
Q1 		$245K Sell
5,835
-537
-8% -$25.7K 0.05% 284
2017
Q4 		$328K Sell
6,372
-1,658
-21% -$80.6K 0.07% 232
2017
Q3 		$368K Buy
+8,030
New +$391K 0.1% 178
2017
Q2 		– Sell
-3,336
Closed -$200K – 300
2017
Q1 		$200K Buy
+3,336
New +$196K 0.03% 382

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 $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Independent Advisor Alliance's HOG Position: Q4 2018 in Review

Independent Advisor Alliance sold out of Harley-Davidson (HOG) in Q4 2018, closing a stake of 4,393 shares — an estimated $201K sold.

Independent Advisor Alliance first reported a position in HOG in Q1 2017 and held it in 6 quarters. The position peaked at $368K in Q3 2017. 478 funds tracked by Wall St. Rank hold HOG as of Q4 2018.

  • Independent Advisor Alliance reported no remaining Harley-Davidson position as of Q4 2018 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,393 Harley-Davidson shares in Q4 2018, an estimated $201K.
  • Independent Advisor Alliance first reported a position in Harley-Davidson in Q1 2017 and held it in 6 quarters.
  • Independent Advisor Alliance's Harley-Davidson position peaked at $368K in Q3 2017.
  • 478 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2018.

Based on Independent Advisor Alliance's 13F filing for Q4 2018, filed 12 Feb 2019.