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Mariner Wealth Advisors (Cincinnati)’s Harley-Davidson HOG Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q4 		– Sell
-5,494
Closed -$289K – 246
2016
Q3 		$289K Sell
5,494
-106
-2% -$5.48K 0.02% 215
2016
Q2 		$254K Buy
5,600
+705
+14% +$32.5K 0.02% 225
2016
Q1 		$251K Buy
4,895
+160
+3% +$6.98K 0.02% 212
2015
Q4 		$215K Buy
+4,735
New +$233K 0.02% 225

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s HOG Position: Q4 2016 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Harley-Davidson (HOG) in Q4 2016, closing a stake of 5,494 shares — an estimated $289K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in HOG in Q4 2015 and held it in 4 quarters. The position peaked at $289K in Q3 2016. 544 funds tracked by Wall St. Rank hold HOG as of Q4 2016.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Harley-Davidson position as of Q4 2016 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 5,494 Harley-Davidson shares in Q4 2016, an estimated $289K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Harley-Davidson in Q4 2015 and held it in 4 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s Harley-Davidson position peaked at $289K in Q3 2016.
  • 544 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2016.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q4 2016, filed 13 Feb 2017.