IWA
HDS

IBEX Wealth Advisors’s HD Supply Holdings, Inc. HDS Stock Holding History

IBEX Wealth Advisors’s Portfolio HDS Stock Details HDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3,033
Closed -$126K – 426
2016
Q4 		$126K Buy
+3,033
New +$112K 0.06% 127

Other funds holding HDS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

IBEX Wealth Advisors's HDS Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of HD Supply Holdings, Inc. (HDS) in Q1 2017, closing a stake of 3,033 shares — an estimated $126K sold.

IBEX Wealth Advisors first reported a position in HDS in Q4 2016 and held it in 1 quarter. The position peaked at $126K in Q4 2016. 377 funds tracked by Wall St. Rank hold HDS as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining HD Supply Holdings, Inc. position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 3,033 HD Supply Holdings, Inc. shares in Q1 2017, an estimated $126K.
  • IBEX Wealth Advisors first reported a position in HD Supply Holdings, Inc. in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's HD Supply Holdings, Inc. position peaked at $126K in Q4 2016.
  • 377 funds tracked by Wall St. Rank held HD Supply Holdings, Inc. as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.