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Measured Wealth Private Client Group’s Honda HMC Stock Holding History

Measured Wealth Private Client Group’s Portfolio HMC Stock Details HMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-61
Closed -$1K – 362
2018
Q3 		$1K Buy
+61
New +$1.81K ﹤0.01% 797

Other funds holding HMC

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Measured Wealth Private Client Group's HMC Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Honda (HMC) in Q4 2018, closing a stake of 61 shares — an estimated $1K sold.

Measured Wealth Private Client Group first reported a position in HMC in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 231 funds tracked by Wall St. Rank hold HMC as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Honda position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 61 Honda shares in Q4 2018, an estimated $1K.
  • Measured Wealth Private Client Group first reported a position in Honda in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Honda position peaked at $1K in Q3 2018.
  • 231 funds tracked by Wall St. Rank held Honda as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.