Hefty Wealth Partners’s Home Depot HD Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$636K	Buy	3,566 +3,511	+6,384%	+$659K	0.41%	75
2017 Q4	$10K	Sell	55 -3,136	-98%	-$541K	0.01%	186
2017 Q3	$522K	Buy	3,191 +3,136	+5,702%	+$481K	0.35%	67
2017 Q2	$8K	Hold	55	–	–	0.01%	173
2017 Q1	$8K	Hold	55	–	–	0.01%	178
2016 Q4	$7K	Sell	55 -8,267	-99%	-$1.07M	0.01%	177
2016 Q3	$1.07M	Buy	8,322 +8,267	+15,031%	+$1.1M	0.81%	40
2016 Q2	$7K	Hold	55	–	–	0.01%	158
2016 Q1	$7K	Hold	55	–	–	0.01%	163
2015 Q4	$7K	Buy	+55	New	+$7K	0.01%	151

Other funds holding HD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hefty Wealth Partners's HD Position: Q1 2018 in Review

Hefty Wealth Partners increased its Home Depot (HD) stake by 6,384% in Q1 2018, buying an estimated $659K and bringing the position to 3,566 shares worth $636K. The position accounts for 0.41% of the portfolio, ranked #75.

Hefty Wealth Partners first reported a position in HD in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.07M in Q3 2016. 2,070 funds tracked by Wall St. Rank hold HD as of Q1 2018.

Hefty Wealth Partners held 3,566 shares of Home Depot worth $636K as of Q1 2018.
Hefty Wealth Partners bought 3,511 Home Depot shares in Q1 2018, an estimated $659K.
Home Depot made up 0.41% of Hefty Wealth Partners's portfolio in Q1 2018, its #75 holding.
Hefty Wealth Partners first reported a position in Home Depot in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Home Depot position peaked at $1.07M in Q3 2016.
2,070 funds tracked by Wall St. Rank held Home Depot as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.