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Wilson Kemp & Associates’s Home Depot HD Stock Holding History

Wilson Kemp & Associates’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
2014
Q3 		$313K Sell
3,407
-300
-8% -$25.7K 2.85% 14
2014
Q2 		$300K Sell
3,707
-400
-10% -$31.6K 1.08% 40
2014
Q1 		$325K Sell
4,107
-2,050
-33% -$163K 0.84% 39
2013
Q4 		$507K Buy
6,157
+1,007
+20% +$78.5K 0.97% 36
2013
Q3 		$391K Sell
5,150
-6,700
-57% -$517K 0.86% 40
2013
Q2 		$918K Buy
+11,850
New +$890K 0.88% 37

Other funds holding HD

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wilson Kemp & Associates's HD Position: Q3 2014 in Review

Wilson Kemp & Associates reduced its Home Depot (HD) stake by 8.1% in Q3 2014, selling an estimated $25.7K and leaving 3,407 shares worth $313K. The position accounts for 2.85% of the portfolio, ranked #14.

Wilson Kemp & Associates first reported a position in HD in Q2 2013 and has held it in 6 quarters since. The position peaked at $918K in Q2 2013. 1,354 funds tracked by Wall St. Rank hold HD as of Q3 2014.

  • Wilson Kemp & Associates held 3,407 shares of Home Depot worth $313K as of Q3 2014.
  • Wilson Kemp & Associates sold 300 Home Depot shares in Q3 2014, an estimated $25.7K.
  • Home Depot made up 2.85% of Wilson Kemp & Associates's portfolio in Q3 2014, its #14 holding.
  • Wilson Kemp & Associates first reported a position in Home Depot in Q2 2013 and has held it in 6 quarters since.
  • Wilson Kemp & Associates's Home Depot position peaked at $918K in Q2 2013.
  • 1,354 funds tracked by Wall St. Rank held Home Depot as of Q3 2014.

Based on Wilson Kemp & Associates's 13F filing for Q3 2014, filed 20 Oct 2014.