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Sterling Investment Advisors (Pennsylvania)’s Harley-Davidson HOG Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q2 		– Sell
-492
Closed -$30K – 378
2017
Q1 		$30K Buy
+492
New +$28.9K 0.02% 214

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s HOG Position: Q2 2017 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Harley-Davidson (HOG) in Q2 2017, closing a stake of 492 shares — an estimated $30K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in HOG in Q1 2017 and held it in 1 quarter. The position peaked at $30K in Q1 2017. 528 funds tracked by Wall St. Rank hold HOG as of Q2 2017.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Harley-Davidson position as of Q2 2017 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 492 Harley-Davidson shares in Q2 2017, an estimated $30K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Harley-Davidson in Q1 2017 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s Harley-Davidson position peaked at $30K in Q1 2017.
  • 528 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2017.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2017, filed 9 Aug 2017.