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Montrusco Bolton Investments’s Home Depot HD Stock Holding History

Montrusco Bolton Investments’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
2015
Q2 		– Sell
-3,720
Closed -$423K – 84
2015
Q1 		$423K Buy
+3,720
New +$410K 0.03% 76
2013
Q3 		– Sell
-12,700
Closed -$984K – 91
2013
Q2 		$984K Buy
+12,700
New +$954K 0.08% 68

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Montrusco Bolton Investments's HD Position: Q2 2015 in Review

Montrusco Bolton Investments sold out of Home Depot (HD) in Q2 2015, closing a stake of 3,720 shares — an estimated $423K sold.

Montrusco Bolton Investments first reported a position in HD in Q2 2013 and held it in 2 quarters. The position peaked at $984K in Q2 2013. 1,546 funds tracked by Wall St. Rank hold HD as of Q2 2015.

  • Montrusco Bolton Investments reported no remaining Home Depot position as of Q2 2015 after selling out during the quarter.
  • Montrusco Bolton Investments sold 3,720 Home Depot shares in Q2 2015, an estimated $423K.
  • Montrusco Bolton Investments first reported a position in Home Depot in Q2 2013 and held it in 2 quarters.
  • Montrusco Bolton Investments's Home Depot position peaked at $984K in Q2 2013.
  • 1,546 funds tracked by Wall St. Rank held Home Depot as of Q2 2015.

Based on Montrusco Bolton Investments's 13F filing for Q2 2015, filed 29 Jul 2015.