OIA
HAR

Optimum Investment Advisors’s Harman International Industries HAR Stock Holding History

Optimum Investment Advisors’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
2016
Q1 		– Sell
-2,655
Closed -$250K – 293
2015
Q4 		$250K Buy
2,655
+302
+13% +$30.6K 0.1% 228
2015
Q3 		$226K Buy
+2,353
New +$247K 0.09% 238
2015
Q1 		$133K Sell
1,000
-240
-19% -$29.9K 0.04% 341
2014
Q4 		$133K Buy
1,240
+500
+68% +$51.5K 0.04% 325
2014
Q3 		$80K Buy
+740
New +$82.5K 0.03% 383

Other funds holding HAR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Optimum Investment Advisors's HAR Position: Q1 2016 in Review

Optimum Investment Advisors sold out of Harman International Industries (HAR) in Q1 2016, closing a stake of 2,655 shares — an estimated $250K sold.

Optimum Investment Advisors first reported a position in HAR in Q3 2014 and held it in 5 quarters. The position peaked at $250K in Q4 2015. 438 funds tracked by Wall St. Rank hold HAR as of Q1 2016.

  • Optimum Investment Advisors reported no remaining Harman International Industries position as of Q1 2016 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,655 Harman International Industries shares in Q1 2016, an estimated $250K.
  • Optimum Investment Advisors first reported a position in Harman International Industries in Q3 2014 and held it in 5 quarters.
  • Optimum Investment Advisors's Harman International Industries position peaked at $250K in Q4 2015.
  • 438 funds tracked by Wall St. Rank held Harman International Industries as of Q1 2016.

Based on Optimum Investment Advisors's 13F filing for Q1 2016, filed 12 May 2016.