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Waverly Advisors’s Harley-Davidson HOG Stock Holding History

Waverly 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
2018
Q1 		– Sell
-109
Closed -$6K – 265
2017
Q4 		$6K Buy
+109
New +$5.3K ﹤0.01% 361
2014
Q2 		– Sell
-365
Closed -$24K – 735
2014
Q1 		$24K Buy
+365
New +$24.1K 0.01% 294

Other funds holding HOG

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

Waverly Advisors's HOG Position: Q1 2018 in Review

Waverly Advisors sold out of Harley-Davidson (HOG) in Q1 2018, closing a stake of 109 shares — an estimated $6K sold.

Waverly Advisors first reported a position in HOG in Q1 2014 and held it in 2 quarters. The position peaked at $24K in Q1 2014. 496 funds tracked by Wall St. Rank hold HOG as of Q1 2018.

  • Waverly Advisors reported no remaining Harley-Davidson position as of Q1 2018 after selling out during the quarter.
  • Waverly Advisors sold 109 Harley-Davidson shares in Q1 2018, an estimated $6K.
  • Waverly Advisors first reported a position in Harley-Davidson in Q1 2014 and held it in 2 quarters.
  • Waverly Advisors's Harley-Davidson position peaked at $24K in Q1 2014.
  • 496 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2018.

Based on Waverly Advisors's 13F filing for Q1 2018, filed 4 May 2018.