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

LBA 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
2017
Q1 		$2K Hold
33
– – ﹤0.01% 406
2016
Q4 		$2K Hold
33
– – ﹤0.01% 409
2016
Q3 		$2K Hold
33
– – ﹤0.01% 412
2016
Q2 		$1K Hold
33
– – ﹤0.01% 420
2016
Q1 		$2K Hold
33
– – ﹤0.01% 389
2015
Q4 		$1K Buy
+33
New +$1.63K ﹤0.01% 399

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LBA Wealth Management held its Harley-Davidson (HOG) position steady in Q1 2017 at 33 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

LBA Wealth Management first reported a position in HOG in Q4 2015 and has held it in 6 quarters since. 544 funds tracked by Wall St. Rank hold HOG as of Q1 2017.

  • LBA Wealth Management held 33 shares of Harley-Davidson worth $2K as of Q1 2017.
  • LBA Wealth Management left its Harley-Davidson share count unchanged in Q1 2017.
  • Harley-Davidson made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #406 holding.
  • LBA Wealth Management first reported a position in Harley-Davidson in Q4 2015 and has held it in 6 quarters since.
  • 544 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2017.

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