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Nelson Capital Management’s Harley-Davidson HOG Stock Holding History

Nelson Capital 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
2016
Q2 		– Sell
-200
Closed -$10K – 279
2016
Q1 		$10K Hold
200
– – ﹤0.01% 196
2015
Q4 		$9K Buy
+200
New +$9.85K ﹤0.01% 199
2013
Q3 		– Sell
-175
Closed -$10K – 228
2013
Q2 		$10K Buy
+175
New +$9.46K 0.01% 176

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 $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $55.1B AUM 45.38% 1-Year Est. Return

Nelson Capital Management's HOG Position: Q2 2016 in Review

Nelson Capital Management sold out of Harley-Davidson (HOG) in Q2 2016, closing a stake of 200 shares — an estimated $10K sold.

Nelson Capital Management first reported a position in HOG in Q2 2013 and held it in 3 quarters. The position peaked at $10K in Q1 2016. 518 funds tracked by Wall St. Rank hold HOG as of Q2 2016.

  • Nelson Capital Management reported no remaining Harley-Davidson position as of Q2 2016 after selling out during the quarter.
  • Nelson Capital Management sold 200 Harley-Davidson shares in Q2 2016, an estimated $10K.
  • Nelson Capital Management first reported a position in Harley-Davidson in Q2 2013 and held it in 3 quarters.
  • Nelson Capital Management's Harley-Davidson position peaked at $10K in Q1 2016.
  • 518 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2016.

Based on Nelson Capital Management's 13F filing for Q2 2016, filed 10 Aug 2016.