W
HOG icon

Wealthfront’s Harley-Davidson HOG Stock Holding History

Wealthfront’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
Q3 		– Sell
-4,280
Closed -$231K – 504
2017
Q2 		$231K Sell
4,280
-559
-12% -$31.1K ﹤0.01% 427
2017
Q1 		$293K Buy
4,839
+1,018
+27% +$59.8K 0.01% 336
2016
Q4 		$223K Buy
+3,821
New +$218K ﹤0.01% 358
2015
Q4 		– Sell
-1,713
Closed -$94K – 608
2015
Q3 		$94K Buy
1,713
+122
+8% +$6.88K ﹤0.01% 425
2015
Q2 		$90K Buy
1,591
+675
+74% +$38.6K ﹤0.01% 423
2015
Q1 		$56K Buy
916
+477
+109% +$30K ﹤0.01% 473
2014
Q4 		$29K Buy
439
+163
+59% +$10.5K ﹤0.01% 524
2014
Q3 		$16K Sell
276
-728
-73% -$46.5K ﹤0.01% 514
2014
Q2 		$69K Buy
1,004
+549
+121% +$38.7K 0.01% 301
2014
Q1 		$31K Buy
+455
New +$30.1K ﹤0.01% 360

Other funds holding HOG

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wealthfront's HOG Position: Q3 2017 in Review

Wealthfront sold out of Harley-Davidson (HOG) in Q3 2017, closing a stake of 4,280 shares — an estimated $231K sold.

Wealthfront first reported a position in HOG in Q1 2014 and held it in 10 quarters. The position peaked at $293K in Q1 2017. 488 funds tracked by Wall St. Rank hold HOG as of Q3 2017.

  • Wealthfront reported no remaining Harley-Davidson position as of Q3 2017 after selling out during the quarter.
  • Wealthfront sold 4,280 Harley-Davidson shares in Q3 2017, an estimated $231K.
  • Wealthfront first reported a position in Harley-Davidson in Q1 2014 and held it in 10 quarters.
  • Wealthfront's Harley-Davidson position peaked at $293K in Q1 2017.
  • 488 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2017.

Based on Wealthfront's 13F filing for Q3 2017, filed 14 Nov 2017.