YorkBridge Wealth Partners’s Harley-Davidson HOG Stock Holding History

YorkBridge Wealth Partners’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
2018 Q2	–	Sell	-434	Closed	-$18K	–	854
2018 Q1	$18K	Sell	434 -188	-30%	-$9K	0.01%	552
2017 Q4	$29K	Hold	622	–	–	0.01%	441
2017 Q3	$30K	Hold	622	–	–	0.02%	439
2017 Q2	$34K	Buy	622 +187	+43%	+$10.4K	0.02%	424
2017 Q1	$24K	Hold	435	–	–	0.01%	462
2016 Q4	$26K	Buy	+435	New	+$24.8K	0.02%	435

Other funds holding HOG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

YorkBridge Wealth Partners's HOG Position: Q2 2018 in Review

YorkBridge Wealth Partners sold out of Harley-Davidson (HOG) in Q2 2018, closing a stake of 434 shares — an estimated $18K sold.

YorkBridge Wealth Partners first reported a position in HOG in Q4 2016 and held it in 6 quarters. The position peaked at $34K in Q2 2017. 501 funds tracked by Wall St. Rank hold HOG as of Q2 2018.

YorkBridge Wealth Partners reported no remaining Harley-Davidson position as of Q2 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 434 Harley-Davidson shares in Q2 2018, an estimated $18K.
YorkBridge Wealth Partners first reported a position in Harley-Davidson in Q4 2016 and held it in 6 quarters.
YorkBridge Wealth Partners's Harley-Davidson position peaked at $34K in Q2 2017.
501 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2018, filed 10 Aug 2018.