Integrated Wealth Management (Palm Desert)’s Home Depot HD Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q1	$704K	Buy	4,792 +528	+12%	+$74.9K	0.24%	107
2016 Q4	$572K	Buy	4,264 +3	+0.1%	+$387	0.21%	116
2016 Q3	$548K	Sell	4,261 -82	-2%	-$10.9K	0.2%	113
2016 Q2	$555K	Buy	4,343 +86	+2%	+$11.4K	0.21%	101
2016 Q1	$568K	Buy	4,257 +470	+12%	+$58.6K	0.24%	90
2015 Q4	$501K	Sell	3,787 -459	-11%	-$58.4K	0.22%	93
2015 Q3	$490K	Buy	4,246 +911	+27%	+$105K	0.21%	96
2015 Q2	$371K	Buy	3,335 +42	+1%	+$4.7K	0.14%	122
2015 Q1	$374K	Buy	+3,293	New	+$363K	0.16%	118

Other funds holding HD

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s HD Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its Home Depot (HD) stake by 12% in Q1 2017, buying an estimated $74.9K and bringing the position to 4,792 shares worth $704K. The position accounts for 0.24% of the portfolio, ranked #107.

Integrated Wealth Management (Palm Desert) first reported a position in HD in Q1 2015 and has held it in 9 quarters since. 1,811 funds tracked by Wall St. Rank hold HD as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 4,792 shares of Home Depot worth $704K as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 528 Home Depot shares in Q1 2017, an estimated $74.9K.
Home Depot made up 0.24% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #107 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Home Depot in Q1 2015 and has held it in 9 quarters since.
1,811 funds tracked by Wall St. Rank held Home Depot as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.