SSWM
HAR

Sheets Smith Wealth Management’s Harman International Industries HAR Stock Holding History

Sheets Smith Wealth Management’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
2015
Q2 		– Sell
-6,326
Closed -$845K – 253
2015
Q1 		$845K Buy
+6,326
New +$787K 0.23% 133
2014
Q4 		– Sell
-11,899
Closed -$1.17M – 285
2014
Q3 		$1.17M Buy
11,899
+1,151
+11% +$128K 0.32% 95
2014
Q2 		$1.16M Buy
10,748
+2,219
+26% +$236K 0.31% 91
2014
Q1 		$907K Buy
8,529
+262
+3% +$26.1K 0.25% 109
2013
Q4 		$677K Buy
+8,267
New +$639K 0.19% 144

Other funds holding HAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return