WWM
HAR

Willingdon Wealth Management’s Harman International Industries HAR Stock Holding History

Willingdon Wealth Management’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
-5,519
Closed -$613K – 129
2016
Q4 		$613K Sell
5,519
-18,217
-77% -$1.76M 0.29% 93
2016
Q3 		$2M Buy
23,736
+130
+0.6% +$10.7K 1.01% 37
2016
Q2 		$1.7M Buy
+23,606
New +$1.84M 0.87% 51

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

Willingdon Wealth Management's HAR Position: Q1 2017 in Review

Willingdon Wealth Management sold out of Harman International Industries (HAR) in Q1 2017, closing a stake of 5,519 shares — an estimated $613K sold.

Willingdon Wealth Management first reported a position in HAR in Q2 2016 and held it in 3 quarters. The position peaked at $2M in Q3 2016. 4 funds tracked by Wall St. Rank hold HAR as of Q1 2017.

  • Willingdon Wealth Management reported no remaining Harman International Industries position as of Q1 2017 after selling out during the quarter.
  • Willingdon Wealth Management sold 5,519 Harman International Industries shares in Q1 2017, an estimated $613K.
  • Willingdon Wealth Management first reported a position in Harman International Industries in Q2 2016 and held it in 3 quarters.
  • Willingdon Wealth Management's Harman International Industries position peaked at $2M in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Harman International Industries as of Q1 2017.

Based on Willingdon Wealth Management's 13F filing for Q1 2017, filed 1 May 2017.