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Cypress Wealth Advisors’s Home Depot HD Stock Holding History

Cypress Wealth Advisors’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
Q4 		– Sell
-1,458
Closed -$238K – 86
2017
Q3 		$238K Buy
1,458
+22
+2% +$3.37K 0.38% 53
2017
Q2 		$220K Sell
1,436
-2,773
-66% -$425K 0.26% 73
2017
Q1 		$618K Sell
4,209
-76
-2% -$10.8K 0.28% 81
2016
Q4 		$575K Buy
4,285
+275
+7% +$35.4K 0.26% 83
2016
Q3 		$516K Buy
4,010
+223
+6% +$29.7K 0.23% 94
2016
Q2 		$484K Sell
3,787
-257
-6% -$34K 0.24% 94
2016
Q1 		$540K Buy
4,044
+801
+25% +$99.8K 0.25% 88
2015
Q4 		$429K Buy
3,243
+78
+2% +$9.92K 0.22% 101
2015
Q3 		$366K Buy
3,165
+1,317
+71% +$152K 0.2% 110
2015
Q2 		$205K Buy
+1,848
New +$207K 0.12% 141

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cypress Wealth Advisors's HD Position: Q4 2017 in Review

Cypress Wealth Advisors sold out of Home Depot (HD) in Q4 2017, closing a stake of 1,458 shares — an estimated $238K sold.

Cypress Wealth Advisors first reported a position in HD in Q2 2015 and held it in 10 quarters. The position peaked at $618K in Q1 2017. 2,088 funds tracked by Wall St. Rank hold HD as of Q4 2017.

  • Cypress Wealth Advisors reported no remaining Home Depot position as of Q4 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 1,458 Home Depot shares in Q4 2017, an estimated $238K.
  • Cypress Wealth Advisors first reported a position in Home Depot in Q2 2015 and held it in 10 quarters.
  • Cypress Wealth Advisors's Home Depot position peaked at $618K in Q1 2017.
  • 2,088 funds tracked by Wall St. Rank held Home Depot as of Q4 2017.

Based on Cypress Wealth Advisors's 13F filing for Q4 2017, filed 15 Feb 2018.