WA
HD icon

WFG Advisors’s Home Depot HD Stock Holding History

WFG 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
2017
Q2 		$1.64M Buy
10,692
+955
+10% +$146K 0.37% 68
2017
Q1 		$1.43M Sell
9,737
-1,344
-12% -$191K 0.38% 65
2016
Q4 		$1.49M Sell
11,081
-604
-5% -$77.9K 0.36% 70
2016
Q3 		$1.5M Buy
11,685
+714
+7% +$95.2K 0.37% 67
2016
Q2 		$1.4M Buy
10,971
+1,483
+16% +$196K 0.37% 66
2016
Q1 		$1.27M Buy
9,488
+57
+0.6% +$7.1K 0.37% 63
2015
Q4 		$1.25M Buy
9,431
+1,864
+25% +$237K 0.37% 60
2015
Q3 		$874K Buy
7,567
+758
+11% +$87.7K 0.27% 83
2015
Q2 		$757K Sell
6,809
-44
-0.6% -$4.93K 0.21% 113
2015
Q1 		$779K Sell
6,853
-1,453
-17% -$160K 0.22% 101
2014
Q4 		$872K Sell
8,306
-45
-0.5% -$4.37K 0.18% 134
2014
Q3 		$766K Buy
8,351
+36
+0.4% +$3.09K 0.15% 171
2014
Q2 		$673K Buy
8,315
+322
+4% +$25.4K 0.13% 195
2014
Q1 		$633K Sell
7,993
-11,416
-59% -$908K 0.13% 194
2013
Q4 		$1.6M Buy
19,409
+2,476
+15% +$193K 0.23% 107
2013
Q3 		$1.28M Sell
16,933
-3,473
-17% -$268K 0.2% 128
2013
Q2 		$1.58M Buy
+20,406
New +$1.53M 0.26% 91

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WFG Advisors's HD Position: Q2 2017 in Review

WFG Advisors increased its Home Depot (HD) stake by 9.8% in Q2 2017, buying an estimated $146K and bringing the position to 10,692 shares worth $1.64M. The position accounts for 0.37% of the portfolio, ranked #68.

WFG Advisors first reported a position in HD in Q2 2013 and has held it in 17 quarters since. 1,843 funds tracked by Wall St. Rank hold HD as of Q2 2017.

  • WFG Advisors held 10,692 shares of Home Depot worth $1.64M as of Q2 2017.
  • WFG Advisors bought 955 Home Depot shares in Q2 2017, an estimated $146K.
  • Home Depot made up 0.37% of WFG Advisors's portfolio in Q2 2017, its #68 holding.
  • WFG Advisors first reported a position in Home Depot in Q2 2013 and has held it in 17 quarters since.
  • 1,843 funds tracked by Wall St. Rank held Home Depot as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.