WAM
HAR

Wealthspire Advisors (Maryland)’s Harman International Industries HAR Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q1 		– Sell
-56
Closed -$6K – 2099
2016
Q4 		$6K Buy
56
+1
+2% +$97 ﹤0.01% 1366
2016
Q3 		$5K Buy
55
+5
+10% +$410 ﹤0.01% 1413
2016
Q2 		$4K Sell
50
-467
-90% -$36.4K ﹤0.01% 1408
2016
Q1 		$46K Buy
517
+23
+5% +$1.83K 0.01% 727
2015
Q4 		$47K Buy
+494
New +$50.1K 0.01% 735

Other funds holding HAR

AIM
Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return
FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HAR Position: Q1 2017 in Review

Wealthspire Advisors (Maryland) sold out of Harman International Industries (HAR) in Q1 2017, closing a stake of 56 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in HAR in Q4 2015 and held it in 5 quarters. The position peaked at $47K in Q4 2015. 4 funds tracked by Wall St. Rank hold HAR as of Q1 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Harman International Industries position as of Q1 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 56 Harman International Industries shares in Q1 2017, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Harman International Industries in Q4 2015 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Harman International Industries position peaked at $47K in Q4 2015.
  • 4 funds tracked by Wall St. Rank held Harman International Industries as of Q1 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2017, filed 9 May 2017.