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Mariner Wealth Advisors (Cincinnati)’s Home Depot HD Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018
Q3 		$8.22M Buy
39,660
+1,844
+5% +$371K 0.45% 60
2018
Q2 		$7.38M Buy
37,816
+4,316
+13% +$806K 0.44% 57
2018
Q1 		$5.97M Buy
33,500
+1,493
+5% +$280K 0.37% 68
2017
Q4 		$6.07M Buy
32,007
+3,206
+11% +$553K 0.37% 66
2017
Q3 		$4.71M Buy
28,801
+467
+2% +$71.6K 0.31% 71
2017
Q2 		$4.35M Buy
28,334
+2,218
+8% +$340K 0.3% 76
2017
Q1 		$3.83M Buy
26,116
+2,540
+11% +$360K 0.28% 77
2016
Q4 		$3.16M Sell
23,576
-192
-0.8% -$24.7K 0.25% 81
2016
Q3 		$3.06M Buy
23,768
+1,453
+7% +$194K 0.26% 80
2016
Q2 		$2.85M Buy
22,315
+638
+3% +$84.4K 0.26% 80
2016
Q1 		$2.89M Buy
21,677
+539
+3% +$67.2K 0.28% 73
2015
Q4 		$2.8M Buy
+21,138
New +$2.69M 0.27% 72
2015
Q1 		$1.6M Buy
14,077
+2,191
+18% +$242K 0.22% 62
2014
Q4 		$1.25M Buy
11,886
+5,366
+82% +$521K 0.18% 68
2014
Q3 		$598K Sell
6,520
-5,349
-45% -$459K 0.1% 87
2014
Q2 		$961K Buy
11,869
+8,165
+220% +$644K 0.15% 67
2014
Q1 		$293K Buy
+3,704
New +$295K 0.05% 119
2013
Q3 		– Sell
-4,137
Closed -$320K – 121
2013
Q2 		$320K Buy
+4,137
New +$311K 0.06% 92

Other funds holding HD

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s HD Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Home Depot (HD) stake by 4.9% in Q3 2018, buying an estimated $371K and bringing the position to 39,660 shares worth $8.22M. The position accounts for 0.45% of the portfolio, ranked #60.

Mariner Wealth Advisors (Cincinnati) first reported a position in HD in Q2 2013 and has held it in 18 quarters since. 2,143 funds tracked by Wall St. Rank hold HD as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 39,660 shares of Home Depot worth $8.22M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 1,844 Home Depot shares in Q3 2018, an estimated $371K.
  • Home Depot made up 0.45% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #60 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Home Depot in Q2 2013 and has held it in 18 quarters since.
  • 2,143 funds tracked by Wall St. Rank held Home Depot as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.