Retirement Design & Management’s Home Depot HD Stock Holding History

Retirement Design & 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
2016 Q3	–	Sell	-29,701	Closed	-$3.79M	–	25
2016 Q2	$3.79M	Buy	29,701 +519	+2%	+$68.6K	2.37%	13
2016 Q1	$3.89M	Buy	29,182 +172	+0.6%	+$21.4K	2.78%	11
2015 Q4	$3.84M	Sell	29,010 -357	-1%	-$45.4K	2.14%	17
2015 Q3	$3.39M	Buy	29,367 +89	+0.3%	+$10.3K	3.51%	10
2015 Q2	$3.25M	Buy	29,278 +154	+0.5%	+$17.2K	2.8%	11
2015 Q1	$3.3M	Sell	29,124 -239	-0.8%	-$26.4K	2.87%	10
2014 Q4	$3.08M	Buy	+29,363	New	+$2.85M	2.33%	11

Other funds holding HD

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Retirement Design & Management's HD Position: Q3 2016 in Review

Retirement Design & Management sold out of Home Depot (HD) in Q3 2016, closing a stake of 29,701 shares — an estimated $3.79M sold.

Retirement Design & Management first reported a position in HD in Q4 2014 and held it in 7 quarters. The position peaked at $3.89M in Q1 2016. 1,691 funds tracked by Wall St. Rank hold HD as of Q3 2016.

Retirement Design & Management reported no remaining Home Depot position as of Q3 2016 after selling out during the quarter.
Retirement Design & Management sold 29,701 Home Depot shares in Q3 2016, an estimated $3.79M.
Retirement Design & Management first reported a position in Home Depot in Q4 2014 and held it in 7 quarters.
Retirement Design & Management's Home Depot position peaked at $3.89M in Q1 2016.
1,691 funds tracked by Wall St. Rank held Home Depot as of Q3 2016.

Based on Retirement Design & Management's 13F filing for Q3 2016.