Aris Wealth Services’s Home Depot HD Stock Holding History

Aris Wealth Services’s Portfolio HD Stock Details HD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$43K	Sell	368 -1,462	-80%	-$169K	0.09%	94
2015 Q2	$203K	Buy	1,830 +467	+34%	+$52.3K	0.19%	102
2015 Q1	$155K	Buy	+1,363	New	+$150K	0.14%	113
2014 Q1	–	Sell	-1,124	Closed	-$93K	–	96
2013 Q4	$93K	Hold	1,124	–	–	0.16%	93
2013 Q3	$85K	Buy	+1,124	New	+$86.8K	0.16%	89

Other funds holding HD

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aris Wealth Services's HD Position: Q3 2015 in Review

Aris Wealth Services reduced its Home Depot (HD) stake by 80% in Q3 2015, selling an estimated $169K and leaving 368 shares worth $43K. The position accounts for 0.09% of the portfolio, ranked #94.

Aris Wealth Services first reported a position in HD in Q3 2013 and has held it in 5 quarters since. The position peaked at $203K in Q2 2015. 1,597 funds tracked by Wall St. Rank hold HD as of Q3 2015.

Aris Wealth Services held 368 shares of Home Depot worth $43K as of Q3 2015.
Aris Wealth Services sold 1,462 Home Depot shares in Q3 2015, an estimated $169K.
Home Depot made up 0.09% of Aris Wealth Services's portfolio in Q3 2015, its #94 holding.
Aris Wealth Services first reported a position in Home Depot in Q3 2013 and has held it in 5 quarters since.
Aris Wealth Services's Home Depot position peaked at $203K in Q2 2015.
1,597 funds tracked by Wall St. Rank held Home Depot as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.