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WFG Advisors’s Harley-Davidson HOG Stock Holding History

WFG 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
2017
Q2 		$11K Sell
204
-63
-24% -$3.51K ﹤0.01% 1111
2017
Q1 		$16K Buy
267
+2
+0.8% +$117 ﹤0.01% 942
2016
Q4 		$15K Buy
265
+202
+321% +$11.5K ﹤0.01% 1002
2016
Q3 		$3K Buy
+63
New +$3.26K ﹤0.01% 1350
2015
Q1 		– Sell
-306
Closed -$20K – 1902
2014
Q4 		$20K Buy
306
+201
+191% +$13K ﹤0.01% 1220
2014
Q3 		$6K Hold
105
– – ﹤0.01% 1615
2014
Q2 		$7K Sell
105
-200
-66% -$14.1K ﹤0.01% 1573
2014
Q1 		$20K Buy
305
+1
+0.3% +$66 ﹤0.01% 1245
2013
Q4 		$21K Hold
304
– – ﹤0.01% 1327
2013
Q3 		$20K Buy
304
+1
+0.3% +$59 ﹤0.01% 1278
2013
Q2 		$17K Buy
+303
New +$16.4K ﹤0.01% 1268

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

WFG Advisors's HOG Position: Q2 2017 in Review

WFG Advisors reduced its Harley-Davidson (HOG) stake by 24% in Q2 2017, selling an estimated $3.51K and leaving 204 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

WFG Advisors first reported a position in HOG in Q2 2013 and has held it in 11 quarters since. The position peaked at $21K in Q4 2013. 528 funds tracked by Wall St. Rank hold HOG as of Q2 2017.

  • WFG Advisors held 204 shares of Harley-Davidson worth $11K as of Q2 2017.
  • WFG Advisors sold 63 Harley-Davidson shares in Q2 2017, an estimated $3.51K.
  • Harley-Davidson made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1111 holding.
  • WFG Advisors first reported a position in Harley-Davidson in Q2 2013 and has held it in 11 quarters since.
  • WFG Advisors's Harley-Davidson position peaked at $21K in Q4 2013.
  • 528 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.