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US Financial Advisors’s Home Depot HD Stock Holding History

US Financial Advisors’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
Q2 		– Sell
-332
Closed -$44K – 172
2016
Q1 		$44K Sell
332
-60
-15% -$7.48K 0.08% 95
2015
Q4 		$52K Buy
392
+68
+21% +$8.65K 0.05% 137
2015
Q3 		$37K Buy
324
+209
+182% +$24.2K 0.06% 137
2015
Q2 		$13K Sell
115
-60
-34% -$6.72K 0.01% 214
2015
Q1 		$20K Hold
175
– – 0.02% 190
2014
Q4 		$18K Buy
+175
New +$17K 0.02% 195

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
Fidelity Investments
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
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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

US Financial Advisors's HD Position: Q2 2016 in Review

US Financial Advisors sold out of Home Depot (HD) in Q2 2016, closing a stake of 332 shares — an estimated $44K sold.

US Financial Advisors first reported a position in HD in Q4 2014 and held it in 6 quarters. The position peaked at $52K in Q4 2015. 1,713 funds tracked by Wall St. Rank hold HD as of Q2 2016.

  • US Financial Advisors reported no remaining Home Depot position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 332 Home Depot shares in Q2 2016, an estimated $44K.
  • US Financial Advisors first reported a position in Home Depot in Q4 2014 and held it in 6 quarters.
  • US Financial Advisors's Home Depot position peaked at $52K in Q4 2015.
  • 1,713 funds tracked by Wall St. Rank held Home Depot as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.