T
HAR

TradeWorx’s Harman International Industries HAR Stock Holding History

TradeWorx’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
2014
Q3 		$531K Buy
+5,414
New +$604K 0.7% 24
2014
Q2 		– Sell
-3,831
Closed -$408K – 513
2014
Q1 		$408K Sell
3,831
-18,732
-83% -$1.87M 0.36% 91
2013
Q4 		$1.85M Buy
+22,563
New +$1.74M 0.8% 12

Other funds holding HAR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

TradeWorx's HAR Position: Q3 2014 in Review

TradeWorx opened a new position in Harman International Industries (HAR) in Q3 2014: 5,414 shares worth $531K. The stake represents 0.7% of the portfolio and ranks #24 among its holdings. This is a return to the name: TradeWorx previously reported a position in HAR as recently as Q1 2014.

TradeWorx first reported a position in HAR in Q4 2013 and has held it in 3 quarters since. The position peaked at $1.85M in Q4 2013. 399 funds tracked by Wall St. Rank hold HAR as of Q3 2014.

  • TradeWorx held 5,414 shares of Harman International Industries worth $531K as of Q3 2014.
  • Harman International Industries was a new TradeWorx position in Q3 2014.
  • Harman International Industries made up 0.7% of TradeWorx's portfolio in Q3 2014, its #24 holding.
  • TradeWorx first reported a position in Harman International Industries in Q4 2013 and has held it in 3 quarters since.
  • TradeWorx's Harman International Industries position peaked at $1.85M in Q4 2013.
  • 399 funds tracked by Wall St. Rank held Harman International Industries as of Q3 2014.

Based on TradeWorx's 13F filing for Q3 2014, filed 1 Oct 2014.