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New England Investment & Retirement Group’s Harley-Davidson HOG Stock Holding History

New England Investment & Retirement Group’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
Q3 		– Sell
-4,504
Closed -$243K – 56
2017
Q2 		$243K Buy
4,504
+1
+0% +$56 0.14% 46
2017
Q1 		$272K Buy
4,503
+2
+0% +$117 0.15% 46
2016
Q4 		$263K Hold
4,501
– – 0.14% 53
2016
Q3 		$237K Buy
4,501
+2
+0% +$103 0.13% 52
2016
Q2 		$204K Buy
4,499
+1
+0% +$46 0.12% 52
2016
Q1 		$231K Buy
4,498
+1
+0% +$44 0.13% 53
2015
Q4 		$204K Buy
4,497
+1
+0% +$49 0.11% 62
2015
Q3 		$247K Buy
4,496
+1
+0% +$56 0.12% 60
2015
Q2 		$254K Buy
4,495
+1
+0% +$57 0.12% 54
2015
Q1 		$273K Buy
4,494
+1
+0% +$63 0.12% 52
2014
Q4 		$296K Buy
4,493
+1
+0% +$65 0.12% 55
2014
Q3 		$261K Buy
4,492
+1
+0% +$64 0.12% 58
2014
Q2 		$278K Sell
4,491
-600
-12% -$42.3K 0.15% 55
2014
Q1 		$339K Buy
5,091
+4
+0.1% +$265 0.21% 48
2013
Q4 		$352K Buy
5,087
+2
+0% +$132 0.22% 47
2013
Q3 		$327K Sell
5,085
-8,642
-63% -$511K 0.2% 51
2013
Q2 		$752K Buy
+13,727
New +$742K 0.47% 41

Other funds holding HOG

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

New England Investment & Retirement Group's HOG Position: Q3 2017 in Review

New England Investment & Retirement Group sold out of Harley-Davidson (HOG) in Q3 2017, closing a stake of 4,504 shares — an estimated $243K sold.

New England Investment & Retirement Group first reported a position in HOG in Q2 2013 and held it in 17 quarters. The position peaked at $752K in Q2 2013. 489 funds tracked by Wall St. Rank hold HOG as of Q3 2017.

  • New England Investment & Retirement Group reported no remaining Harley-Davidson position as of Q3 2017 after selling out during the quarter.
  • New England Investment & Retirement Group sold 4,504 Harley-Davidson shares in Q3 2017, an estimated $243K.
  • New England Investment & Retirement Group first reported a position in Harley-Davidson in Q2 2013 and held it in 17 quarters.
  • New England Investment & Retirement Group's Harley-Davidson position peaked at $752K in Q2 2013.
  • 489 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2017.

Based on New England Investment & Retirement Group's 13F filing for Q3 2017, filed 7 Nov 2017.