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 $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sheets Smith Wealth Management's HAR Position: Q2 2015 in Review

Sheets Smith Wealth Management sold out of Harman International Industries (HAR) in Q2 2015, closing a stake of 6,326 shares — an estimated $845K sold.

Sheets Smith Wealth Management first reported a position in HAR in Q4 2013 and held it in 5 quarters. The position peaked at $1.17M in Q3 2014. 400 funds tracked by Wall St. Rank hold HAR as of Q2 2015.

  • Sheets Smith Wealth Management reported no remaining Harman International Industries position as of Q2 2015 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 6,326 Harman International Industries shares in Q2 2015, an estimated $845K.
  • Sheets Smith Wealth Management first reported a position in Harman International Industries in Q4 2013 and held it in 5 quarters.
  • Sheets Smith Wealth Management's Harman International Industries position peaked at $1.17M in Q3 2014.
  • 400 funds tracked by Wall St. Rank held Harman International Industries as of Q2 2015.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2015, filed 31 Aug 2015.