PRW Wealth Management’s Honda HMC Stock Holding History

PRW Wealth Management’s Portfolio HMC Stock Details HMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-250	Closed	-$7K	–	726
2018 Q4	$7K	Buy	+250	New	+$6.92K	0.01%	324

Other funds holding HMC

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

PRW Wealth Management's HMC Position: Q1 2019 in Review

PRW Wealth Management sold out of Honda (HMC) in Q1 2019, closing a stake of 250 shares — an estimated $7K sold.

PRW Wealth Management first reported a position in HMC in Q4 2018 and held it in 1 quarter. The position peaked at $7K in Q4 2018. 238 funds tracked by Wall St. Rank hold HMC as of Q1 2019.

PRW Wealth Management reported no remaining Honda position as of Q1 2019 after selling out during the quarter.
PRW Wealth Management sold 250 Honda shares in Q1 2019, an estimated $7K.
PRW Wealth Management first reported a position in Honda in Q4 2018 and held it in 1 quarter.
PRW Wealth Management's Honda position peaked at $7K in Q4 2018.
238 funds tracked by Wall St. Rank held Honda as of Q1 2019.

Based on PRW Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.