Optimum Investment Advisors’s Harley-Davidson HOG Stock Holding History

Optimum Investment Advisors’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
2020 Q1	–	Sell	-40	Closed	-$1K	–	901
2019 Q4	$1K	Hold	40	–	–	﹤0.01%	915
2019 Q3	$1K	Hold	40	–	–	﹤0.01%	962
2019 Q2	$1K	Hold	40	–	–	﹤0.01%	914
2019 Q1	$1K	Hold	40	–	–	﹤0.01%	973
2018 Q4	$1K	Hold	40	–	–	﹤0.01%	934
2018 Q3	$2K	Hold	40	–	–	﹤0.01%	977
2018 Q2	$2K	Hold	40	–	–	﹤0.01%	998
2018 Q1	$2K	Buy	+40	New	+$1.91K	﹤0.01%	959
2015 Q1	$19K	Hold	320	–	–	0.01%	692
2014 Q4	$21K	Hold	320	–	–	0.01%	697
2014 Q3	$19K	Buy	320 +120	+60%	+$7.67K	0.01%	649
2014 Q2	$14K	Hold	200	–	–	﹤0.01%	722
2014 Q1	$13K	Hold	200	–	–	﹤0.01%	569
2013 Q4	$14K	Hold	200	–	–	0.01%	569
2013 Q3	$13K	Buy	+200	New	+$11.8K	0.01%	548

Other funds holding HOG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Optimum Investment Advisors's HOG Position: Q1 2020 in Review

Optimum Investment Advisors sold out of Harley-Davidson (HOG) in Q1 2020, closing a stake of 40 shares — an estimated $1K sold.

Optimum Investment Advisors first reported a position in HOG in Q3 2013 and held it in 15 quarters. The position peaked at $21K in Q4 2014. 416 funds tracked by Wall St. Rank hold HOG as of Q1 2020.

Optimum Investment Advisors reported no remaining Harley-Davidson position as of Q1 2020 after selling out during the quarter.
Optimum Investment Advisors sold 40 Harley-Davidson shares in Q1 2020, an estimated $1K.
Optimum Investment Advisors first reported a position in Harley-Davidson in Q3 2013 and held it in 15 quarters.
Optimum Investment Advisors's Harley-Davidson position peaked at $21K in Q4 2014.
416 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.