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Wealthspire Advisors (Maryland)’s Harley-Davidson HOG Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-2,174
Closed -$78K – 1127
2019
Q1 		$78K Buy
2,174
+18
+0.8% +$655 0.01% 728
2018
Q4 		$74K Buy
2,156
+1,061
+97% +$41.6K 0.01% 708
2018
Q3 		$50K Sell
1,095
-416
-28% -$18.1K ﹤0.01% 969
2018
Q2 		$64K Sell
1,511
-235
-13% -$9.91K 0.01% 887
2018
Q1 		$75K Sell
1,746
-12
-0.7% -$574 0.01% 822
2017
Q4 		$89K Buy
1,758
+17
+1% +$827 0.01% 761
2017
Q3 		$84K Sell
1,741
-175
-9% -$8.52K 0.01% 780
2017
Q2 		$104K Buy
1,916
+4
+0.2% +$223 0.01% 683
2017
Q1 		$116K Sell
1,912
-65
-3% -$3.82K 0.02% 550
2016
Q4 		$115K Buy
1,977
+52
+3% +$2.97K 0.02% 535
2016
Q3 		$101K Buy
1,925
+5
+0.3% +$259 0.02% 560
2016
Q2 		$87K Buy
1,920
+188
+11% +$8.66K 0.01% 559
2016
Q1 		$89K Buy
1,732
+42
+2% +$1.83K 0.02% 546
2015
Q4 		$77K Buy
+1,690
New +$83.2K 0.01% 597

Other funds holding HOG

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HOG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Harley-Davidson (HOG) in Q2 2019, closing a stake of 2,174 shares — an estimated $78K sold.

Wealthspire Advisors (Maryland) first reported a position in HOG in Q4 2015 and held it in 14 quarters. The position peaked at $116K in Q1 2017. 460 funds tracked by Wall St. Rank hold HOG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Harley-Davidson position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,174 Harley-Davidson shares in Q2 2019, an estimated $78K.
  • Wealthspire Advisors (Maryland) first reported a position in Harley-Davidson in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Harley-Davidson position peaked at $116K in Q1 2017.
  • 460 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.