OWP
HAR

Obermeyer Wealth Partners’s Harman International Industries HAR Stock Holding History

Obermeyer Wealth Partners’s Portfolio HAR Stock Details HAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-6,733
Closed -$748K – 136
2016
Q4 		$748K Sell
6,733
-917
-12% -$88.5K 0.07% 63
2016
Q3 		$646K Hold
7,650
– – 0.06% 69
2016
Q2 		$549K Sell
7,650
-400
-5% -$31.2K 0.05% 70
2016
Q1 		$717K Hold
8,050
– – 0.07% 57
2015
Q4 		$758K Hold
8,050
– – 0.07% 57
2015
Q3 		$773K Sell
8,050
-550
-6% -$57.7K 0.08% 54
2015
Q2 		$1.02M Sell
8,600
-78,897
-90% -$10.2M 0.09% 58
2015
Q1 		$11.7M Sell
87,497
-33,828
-28% -$4.21M 0.96% 39
2014
Q4 		$12.9M Buy
+121,325
New +$12.5M 1.17% 36
2013
Q3 		– Sell
-90
Closed -$5K – 335
2013
Q2 		$5K Buy
+90
New +$4.36K ﹤0.01% 314

Other funds holding HAR

AIM
Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return
FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Obermeyer Wealth Partners's HAR Position: Q1 2017 in Review

Obermeyer Wealth Partners sold out of Harman International Industries (HAR) in Q1 2017, closing a stake of 6,733 shares — an estimated $748K sold.

Obermeyer Wealth Partners first reported a position in HAR in Q2 2013 and held it in 10 quarters. The position peaked at $12.9M in Q4 2014. 4 funds tracked by Wall St. Rank hold HAR as of Q1 2017.

  • Obermeyer Wealth Partners reported no remaining Harman International Industries position as of Q1 2017 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 6,733 Harman International Industries shares in Q1 2017, an estimated $748K.
  • Obermeyer Wealth Partners first reported a position in Harman International Industries in Q2 2013 and held it in 10 quarters.
  • Obermeyer Wealth Partners's Harman International Industries position peaked at $12.9M in Q4 2014.
  • 4 funds tracked by Wall St. Rank held Harman International Industries as of Q1 2017.

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