Vector Wealth Management’s Home Depot HD Stock Holding History

Vector 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
2016 Q4	$394K	Sell	2,941 -129	-4%	-$16.6K	0.28%	51
2016 Q3	$395K	Sell	3,070 -219	-7%	-$29.2K	0.27%	49
2016 Q2	$420K	Sell	3,289 -308	-9%	-$40.7K	0.29%	46
2016 Q1	$480K	Buy	3,597 +49	+1%	+$6.11K	0.36%	36
2015 Q4	$469K	Buy	3,548 +39	+1%	+$4.96K	0.37%	34
2015 Q3	$469K	Sell	3,509 -260	-7%	-$30.1K	0.37%	34
2015 Q2	$419K	Sell	3,769 -473	-11%	-$53K	0.33%	38
2015 Q1	$482K	Sell	4,242 -373	-8%	-$41.1K	0.39%	29
2014 Q4	$484K	Sell	4,615 -292	-6%	-$28.4K	0.36%	29
2014 Q3	$450K	Sell	4,907 -222	-4%	-$19K	0.33%	27
2014 Q2	$415K	Sell	5,129 -541	-10%	-$42.7K	0.3%	30
2014 Q1	$449K	Sell	5,670 -502	-8%	-$39.9K	0.32%	26
2013 Q4	$508K	Sell	6,172 -530	-8%	-$41.3K	0.36%	25
2013 Q3	$508K	Sell	6,702 -380	-5%	-$29.3K	0.37%	28
2013 Q2	$549K	Buy	+7,082	New	+$532K	0.4%	24

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

BIT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BFA

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

Vector Wealth Management's HD Position: Q4 2016 in Review

Vector Wealth Management reduced its Home Depot (HD) stake by 4.2% in Q4 2016, selling an estimated $16.6K and leaving 2,941 shares worth $394K. The position accounts for 0.28% of the portfolio, ranked #51.

Vector Wealth Management first reported a position in HD in Q2 2013 and has held it in 15 quarters since. The position peaked at $549K in Q2 2013. 1,756 funds tracked by Wall St. Rank hold HD as of Q4 2016.

Vector Wealth Management held 2,941 shares of Home Depot worth $394K as of Q4 2016.
Vector Wealth Management sold 129 Home Depot shares in Q4 2016, an estimated $16.6K.
Home Depot made up 0.28% of Vector Wealth Management's portfolio in Q4 2016, its #51 holding.
Vector Wealth Management first reported a position in Home Depot in Q2 2013 and has held it in 15 quarters since.
Vector Wealth Management's Home Depot position peaked at $549K in Q2 2013.
1,756 funds tracked by Wall St. Rank held Home Depot as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.