LWM
HAR

LBA Wealth Management’s Harman International Industries HAR Stock Holding History

LBA Wealth Management’s Portfolio HAR Stock Details HAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-5,480
Closed -$609K – 481
2016
Q4 		$609K Sell
5,480
-215
-4% -$20.8K 0.33% 56
2016
Q3 		$481K Buy
5,695
+110
+2% +$9.03K 0.27% 66
2016
Q2 		$401K Buy
5,585
+1,035
+23% +$80.7K 0.23% 73
2016
Q1 		$405K Buy
4,550
+510
+13% +$40.5K 0.23% 72
2015
Q4 		$381K Buy
4,040
+75
+2% +$7.6K 0.22% 81
2015
Q3 		$381K Sell
3,965
-90
-2% -$9.45K 0.24% 78
2015
Q2 		$482K Buy
4,055
+55
+1% +$7.08K 0.3% 61
2015
Q1 		$535K Buy
4,000
+600
+18% +$74.7K 0.34% 53
2014
Q4 		$363K Buy
3,400
+1,250
+58% +$129K 0.24% 60
2014
Q3 		$211K Sell
2,150
-225
-9% -$25.1K 0.15% 76
2014
Q2 		$255K Sell
2,375
-90
-4% -$9.56K 0.21% 68
2014
Q1 		$262K Buy
2,465
+450
+22% +$44.8K 0.21% 66
2013
Q4 		$165K Buy
+2,015
New +$156K 0.14% 86

Other funds holding HAR

AIM
Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return
FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LBA Wealth Management's HAR Position: Q1 2017 in Review

LBA Wealth Management sold out of Harman International Industries (HAR) in Q1 2017, closing a stake of 5,480 shares — an estimated $609K sold.

LBA Wealth Management first reported a position in HAR in Q4 2013 and held it in 13 quarters. The position peaked at $609K in Q4 2016. 4 funds tracked by Wall St. Rank hold HAR as of Q1 2017.

  • LBA Wealth Management reported no remaining Harman International Industries position as of Q1 2017 after selling out during the quarter.
  • LBA Wealth Management sold 5,480 Harman International Industries shares in Q1 2017, an estimated $609K.
  • LBA Wealth Management first reported a position in Harman International Industries in Q4 2013 and held it in 13 quarters.
  • LBA Wealth Management's Harman International Industries position peaked at $609K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Harman International Industries as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.