LWM
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LBA Wealth Management’s Home Depot HD Stock Holding History

LBA Wealth Management’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 		$353K Sell
2,404
-13
-0.5% -$1.84K 0.19% 81
2016
Q4 		$324K Hold
2,417
– – 0.18% 82
2016
Q3 		$311K Sell
2,417
-50
-2% -$6.66K 0.18% 92
2016
Q2 		$315K Buy
2,467
+13
+0.5% +$1.72K 0.18% 86
2016
Q1 		$327K Sell
2,454
-850
-26% -$106K 0.19% 88
2015
Q4 		$437K Buy
3,304
+876
+36% +$111K 0.25% 73
2015
Q3 		$280K Buy
2,428
+1,130
+87% +$131K 0.18% 90
2015
Q2 		$144K Buy
1,298
+127
+11% +$14.2K 0.09% 113
2015
Q1 		$133K Sell
1,171
-28
-2% -$3.09K 0.08% 117
2014
Q4 		$126K Sell
1,199
-74
-6% -$7.19K 0.08% 127
2014
Q3 		$117K Buy
1,273
+150
+13% +$12.9K 0.08% 127
2014
Q2 		$91K Buy
1,123
+25
+2% +$1.97K 0.07% 142
2014
Q1 		$87K Buy
1,098
+28
+3% +$2.23K 0.07% 139
2013
Q4 		$88K Buy
+1,070
New +$83.4K 0.07% 135

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LBA Wealth Management's HD Position: Q1 2017 in Review

LBA Wealth Management reduced its Home Depot (HD) stake by 0.54% in Q1 2017, selling an estimated $1.84K and leaving 2,404 shares worth $353K. The position accounts for 0.19% of the portfolio, ranked #81.

LBA Wealth Management first reported a position in HD in Q4 2013 and has held it in 14 quarters since. The position peaked at $437K in Q4 2015. 1,810 funds tracked by Wall St. Rank hold HD as of Q1 2017.

  • LBA Wealth Management held 2,404 shares of Home Depot worth $353K as of Q1 2017.
  • LBA Wealth Management sold 13 Home Depot shares in Q1 2017, an estimated $1.84K.
  • Home Depot made up 0.19% of LBA Wealth Management's portfolio in Q1 2017, its #81 holding.
  • LBA Wealth Management first reported a position in Home Depot in Q4 2013 and has held it in 14 quarters since.
  • LBA Wealth Management's Home Depot position peaked at $437K in Q4 2015.
  • 1,810 funds tracked by Wall St. Rank held Home Depot as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.