Independent Portfolio Consultants’s Harley-Davidson HOG Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$6K	Hold	120	–	–	﹤0.01%	758
2017 Q1	$7K	Sell	120 -220	-65%	-$12.9K	﹤0.01%	775
2016 Q4	$20K	Sell	340 -355	-51%	-$20.2K	0.01%	625
2016 Q3	$37K	Hold	695	–	–	0.01%	593
2016 Q2	$31K	Hold	695	–	–	0.01%	603
2016 Q1	$36K	Sell	695 -165	-19%	-$7.2K	0.01%	615
2015 Q4	$39K	Hold	860	–	–	0.01%	612
2015 Q3	$47K	Sell	860 -185	-18%	-$10.4K	0.01%	590
2015 Q2	$59K	Sell	1,045 -127	-11%	-$7.26K	0.01%	601
2015 Q1	$71K	Sell	1,172 -628	-35%	-$39.5K	0.01%	554
2014 Q4	$119K	Buy	1,800 +85	+5%	+$5.49K	0.02%	466
2014 Q3	$100K	Buy	1,715 +265	+18%	+$16.9K	0.03%	548
2014 Q2	$101K	Buy	+1,450	New	+$102K	0.03%	520

Other funds holding HOG

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

IFP

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Independent Portfolio Consultants's HOG Position: Q2 2017 in Review

Independent Portfolio Consultants held its Harley-Davidson (HOG) position steady in Q2 2017 at 120 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Independent Portfolio Consultants first reported a position in HOG in Q2 2014 and has held it in 13 quarters since. The position peaked at $119K in Q4 2014. 528 funds tracked by Wall St. Rank hold HOG as of Q2 2017.

Independent Portfolio Consultants held 120 shares of Harley-Davidson worth $6K as of Q2 2017.
Independent Portfolio Consultants left its Harley-Davidson share count unchanged in Q2 2017.
Harley-Davidson made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #758 holding.
Independent Portfolio Consultants first reported a position in Harley-Davidson in Q2 2014 and has held it in 13 quarters since.
Independent Portfolio Consultants's Harley-Davidson position peaked at $119K in Q4 2014.
528 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.