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Rothschild & Co Wealth Management (UK)’s Harley-Davidson HOG Stock Holding History

Rothschild & Co Wealth Management (UK)’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
2016
Q1 		– Sell
-102
Closed -$5K – 55
2015
Q4 		$5K Buy
+102
New +$5.02K ﹤0.01% 55

Other funds holding HOG

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s HOG Position: Q1 2016 in Review

Rothschild & Co Wealth Management (UK) sold out of Harley-Davidson (HOG) in Q1 2016, closing a stake of 102 shares — an estimated $5K sold.

Rothschild & Co Wealth Management (UK) first reported a position in HOG in Q4 2015 and held it in 1 quarter. The position peaked at $5K in Q4 2015. 532 funds tracked by Wall St. Rank hold HOG as of Q1 2016.

  • Rothschild & Co Wealth Management (UK) reported no remaining Harley-Davidson position as of Q1 2016 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 102 Harley-Davidson shares in Q1 2016, an estimated $5K.
  • Rothschild & Co Wealth Management (UK) first reported a position in Harley-Davidson in Q4 2015 and held it in 1 quarter.
  • Rothschild & Co Wealth Management (UK)'s Harley-Davidson position peaked at $5K in Q4 2015.
  • 532 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2016.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q1 2016, filed 19 Dec 2019.