EWM
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Elite Wealth Management’s Home Depot HD Stock Holding History

Elite 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
2014
Q4 		– Sell
-87
Closed -$1K – 215
2014
Q3 		$1K Sell
87
-266
-75% -$22.8K ﹤0.01% 575
2014
Q2 		$8K Buy
+353
New +$27.8K 0.01% 252
2013
Q3 		– Sell
-382
Closed -$3K – 438
2013
Q2 		$3K Buy
+382
New +$28.7K ﹤0.01% 268

Other funds holding HD

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Elite Wealth Management's HD Position: Q3 2016 in Review

Elite Wealth Management opened a new position in Home Depot (HD) in Q3 2016: 200 shares worth $26K. The stake represents 0.04% of the portfolio and ranks #80 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in HD as recently as Q3 2014.

Elite Wealth Management first reported a position in HD in Q2 2013 and has held it in 7 quarters since. The position peaked at $73K in Q2 2013. 1,691 funds tracked by Wall St. Rank hold HD as of Q3 2016.

  • Elite Wealth Management held 200 shares of Home Depot worth $26K as of Q3 2016.
  • Home Depot was a new Elite Wealth Management position in Q3 2016.
  • Home Depot made up 0.04% of Elite Wealth Management's portfolio in Q3 2016, its #80 holding.
  • Elite Wealth Management first reported a position in Home Depot in Q2 2013 and has held it in 7 quarters since.
  • Elite Wealth Management's Home Depot position peaked at $73K in Q2 2013.
  • 1,691 funds tracked by Wall St. Rank held Home Depot as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.