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Concert Wealth Management’s Home Depot HD Stock Holding History

Concert 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
2017
Q3 		– Sell
-3,701
Closed -$568K – 70
2017
Q2 		$568K Sell
3,701
-13,112
-78% -$2.01M 0.55% 55
2017
Q1 		$2.25M Sell
16,813
-5,283
-24% -$749K 0.51% 40
2016
Q4 		$2.96M Sell
22,096
-6,912
-24% -$891K 0.66% 22
2016
Q3 		$3.73M Buy
29,008
+563
+2% +$75K 0.45% 39
2016
Q2 		$3.63M Sell
28,445
-160
-0.6% -$21.2K 0.49% 37
2016
Q1 		$3.82M Buy
28,605
+215
+0.8% +$26.8K 0.51% 38
2015
Q4 		$3.75M Sell
28,390
-1,178
-4% -$150K 0.5% 39
2015
Q3 		$3.42M Buy
29,568
+3,373
+13% +$390K 0.46% 40
2015
Q2 		$2.91M Buy
26,195
+5,873
+29% +$658K 0.38% 50
2015
Q1 		$726K Buy
20,322
+615
+3% +$67.8K 0.21% 140
2014
Q4 		$2.06M Buy
19,707
+2,177
+12% +$211K 0.31% 72
2014
Q3 		$1.61M Buy
17,530
+759
+5% +$65.1K 0.22% 70
2014
Q2 		$1.33M Buy
16,771
+18
+0.1% +$1.42K 0.16% 95
2014
Q1 		$1.32M Sell
16,753
-1,059
-6% -$84.2K 0.16% 93
2013
Q4 		$1.46M Buy
17,812
+438
+3% +$34.1K 0.19% 82
2013
Q3 		$1.33M Buy
17,374
+183
+1% +$14.1K 0.19% 81
2013
Q2 		$1.33M Buy
+17,191
New +$1.29M 0.2% 66

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Concert Wealth Management's HD Position: Q3 2017 in Review

Concert Wealth Management sold out of Home Depot (HD) in Q3 2017, closing a stake of 3,701 shares — an estimated $568K sold.

Concert Wealth Management first reported a position in HD in Q2 2013 and held it in 17 quarters. The position peaked at $3.82M in Q1 2016. 1,854 funds tracked by Wall St. Rank hold HD as of Q3 2017.

  • Concert Wealth Management reported no remaining Home Depot position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 3,701 Home Depot shares in Q3 2017, an estimated $568K.
  • Concert Wealth Management first reported a position in Home Depot in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's Home Depot position peaked at $3.82M in Q1 2016.
  • 1,854 funds tracked by Wall St. Rank held Home Depot as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.