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Integrated Wealth Counsel’s Home Depot HD Stock Holding History

Integrated Wealth Counsel’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
Q2 		– Sell
-45
Closed -$4K – 117
2014
Q1 		$4K Hold
45
– – ﹤0.01% 140
2013
Q4 		$4K Buy
+45
New +$3.51K ﹤0.01% 163

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Integrated Wealth Counsel's HD Position: Q2 2014 in Review

Integrated Wealth Counsel sold out of Home Depot (HD) in Q2 2014, closing a stake of 45 shares — an estimated $4K sold.

Integrated Wealth Counsel first reported a position in HD in Q4 2013 and held it in 2 quarters. The position peaked at $4K in Q1 2014. 1,341 funds tracked by Wall St. Rank hold HD as of Q2 2014.

  • Integrated Wealth Counsel reported no remaining Home Depot position as of Q2 2014 after selling out during the quarter.
  • Integrated Wealth Counsel sold 45 Home Depot shares in Q2 2014, an estimated $4K.
  • Integrated Wealth Counsel first reported a position in Home Depot in Q4 2013 and held it in 2 quarters.
  • Integrated Wealth Counsel's Home Depot position peaked at $4K in Q1 2014.
  • 1,341 funds tracked by Wall St. Rank held Home Depot as of Q2 2014.

Based on Integrated Wealth Counsel's 13F filing for Q2 2014, filed 12 Aug 2014.