BWM
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Braver Wealth Management’s Home Depot HD Stock Holding History

Braver Wealth Management’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
2016
Q2 		– Sell
-1,602
Closed -$214K – 146
2016
Q1 		$214K Buy
+1,602
New +$200K 0.04% 140

Other funds holding HD

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Braver Wealth Management's HD Position: Q2 2016 in Review

Braver Wealth Management sold out of Home Depot (HD) in Q2 2016, closing a stake of 1,602 shares — an estimated $214K sold.

Braver Wealth Management first reported a position in HD in Q1 2016 and held it in 1 quarter. The position peaked at $214K in Q1 2016. 1,713 funds tracked by Wall St. Rank hold HD as of Q2 2016.

  • Braver Wealth Management reported no remaining Home Depot position as of Q2 2016 after selling out during the quarter.
  • Braver Wealth Management sold 1,602 Home Depot shares in Q2 2016, an estimated $214K.
  • Braver Wealth Management first reported a position in Home Depot in Q1 2016 and held it in 1 quarter.
  • Braver Wealth Management's Home Depot position peaked at $214K in Q1 2016.
  • 1,713 funds tracked by Wall St. Rank held Home Depot as of Q2 2016.

Based on Braver Wealth Management's 13F filing for Q2 2016, filed 13 Jul 2016.