WCM
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Wealthcare Capital Management’s Honda HMC Stock Holding History

Wealthcare Capital Management’s Portfolio HMC Stock Details HMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-143
Closed -$4K – 431
2019
Q4 		$4K Buy
+143
New +$3.98K ﹤0.01% 299
2015
Q3 		– Sell
-173
Closed -$6K – 312
2015
Q2 		$6K Sell
173
-98
-36% -$3.34K ﹤0.01% 246
2015
Q1 		$9K Buy
+271
New +$8.73K ﹤0.01% 506

Other funds holding HMC

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Wealthcare Capital Management's HMC Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Honda (HMC) in Q1 2020, closing a stake of 143 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in HMC in Q1 2015 and held it in 3 quarters. The position peaked at $9K in Q1 2015. 213 funds tracked by Wall St. Rank hold HMC as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Honda position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 143 Honda shares in Q1 2020, an estimated $4K.
  • Wealthcare Capital Management first reported a position in Honda in Q1 2015 and held it in 3 quarters.
  • Wealthcare Capital Management's Honda position peaked at $9K in Q1 2015.
  • 213 funds tracked by Wall St. Rank held Honda as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.