Sheaff Brock Investment Advisors’s Harley-Davidson HOG Stock Holding History

Sheaff Brock 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
2017 Q3	–	Sell	-5,614	Closed	-$303K	–	590
2017 Q2	$303K	Sell	5,614 -275	-5%	-$15.3K	0.04%	381
2017 Q1	$356K	Hold	5,889	–	–	0.05%	345
2016 Q4	$344K	Sell	5,889 -150	-2%	-$8.55K	0.04%	360
2016 Q3	$318K	Buy	6,039 +700	+13%	+$36.2K	0.04%	339
2016 Q2	$242K	Sell	5,339 -4,425	-45%	-$204K	0.03%	430
2016 Q1	$501K	Sell	9,764 -1,117	-10%	-$48.7K	0.06%	290
2015 Q4	$494K	Buy	+10,881	New	+$536K	0.06%	320

Other funds holding HOG

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Sheaff Brock Investment Advisors's HOG Position: Q3 2017 in Review

Sheaff Brock Investment Advisors sold out of Harley-Davidson (HOG) in Q3 2017, closing a stake of 5,614 shares — an estimated $303K sold.

Sheaff Brock Investment Advisors first reported a position in HOG in Q4 2015 and held it in 7 quarters. The position peaked at $501K in Q1 2016. 488 funds tracked by Wall St. Rank hold HOG as of Q3 2017.

Sheaff Brock Investment Advisors reported no remaining Harley-Davidson position as of Q3 2017 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 5,614 Harley-Davidson shares in Q3 2017, an estimated $303K.
Sheaff Brock Investment Advisors first reported a position in Harley-Davidson in Q4 2015 and held it in 7 quarters.
Sheaff Brock Investment Advisors's Harley-Davidson position peaked at $501K in Q1 2016.
488 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.