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KMS Financial Services’s Home Depot HD Stock Holding History

KMS Financial Services’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
Q3 		$1.9M Buy
20,729
+6,884
+50% +$590K 0.27% 93
2014
Q2 		$1.12M Buy
13,845
+1,068
+8% +$84.2K 0.16% 143
2014
Q1 		$1.01M Sell
12,777
-5,098
-29% -$406K 0.16% 143
2013
Q4 		$1.47M Buy
17,875
+7,785
+77% +$607K 0.25% 99
2013
Q3 		$766K Buy
10,090
+1,732
+21% +$134K 0.19% 131
2013
Q2 		$647K Buy
+8,358
New +$628K 0.18% 143

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

KMS Financial Services's HD Position: Q3 2014 in Review

KMS Financial Services increased its Home Depot (HD) stake by 50% in Q3 2014, buying an estimated $590K and bringing the position to 20,729 shares worth $1.9M. The position accounts for 0.27% of the portfolio, ranked #93.

KMS Financial Services first reported a position in HD in Q2 2013 and has held it in 6 quarters since. 1,353 funds tracked by Wall St. Rank hold HD as of Q3 2014.

  • KMS Financial Services held 20,729 shares of Home Depot worth $1.9M as of Q3 2014.
  • KMS Financial Services bought 6,884 Home Depot shares in Q3 2014, an estimated $590K.
  • Home Depot made up 0.27% of KMS Financial Services's portfolio in Q3 2014, its #93 holding.
  • KMS Financial Services first reported a position in Home Depot in Q2 2013 and has held it in 6 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Home Depot as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.