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Windsor Financial Group’s Home Depot HD Stock Holding History

Windsor Financial Group’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 		$356K Buy
2,322
+40
+2% +$6.14K 0.17% 54
2017
Q1 		$335K Sell
2,282
-100
-4% -$14.2K 0.15% 57
2016
Q4 		$319K Hold
2,382
– – 0.15% 60
2016
Q3 		$307K Sell
2,382
-100
-4% -$13.3K 0.14% 61
2016
Q2 		$317K Sell
2,482
-25
-1% -$3.31K 0.14% 62
2016
Q1 		$335K Sell
2,507
-65
-3% -$8.1K 0.15% 62
2015
Q4 		$340K Sell
2,572
-126
-5% -$16K 0.17% 63
2015
Q3 		$312K Sell
2,698
-182
-6% -$21.1K 0.15% 64
2015
Q2 		$320K Sell
2,880
-69
-2% -$7.73K 0.14% 71
2015
Q1 		$335K Hold
2,949
– – 0.15% 72
2014
Q4 		$310K Hold
2,949
– – 0.15% 69
2014
Q3 		$271K Sell
2,949
-345
-10% -$29.6K 0.13% 70
2014
Q2 		$267K Hold
3,294
– – 0.13% 66
2014
Q1 		$261K Hold
3,294
– – 0.13% 67
2013
Q4 		$271K Hold
3,294
– – 0.15% 64
2013
Q3 		$250K Hold
3,294
– – 0.15% 64
2013
Q2 		$255K Buy
+3,294
New +$248K 0.16% 63

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

Windsor Financial Group's HD Position: Q2 2017 in Review

Windsor Financial Group increased its Home Depot (HD) stake by 1.8% in Q2 2017, buying an estimated $6.14K and bringing the position to 2,322 shares worth $356K. The position accounts for 0.17% of the portfolio, ranked #54.

Windsor Financial Group 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.

  • Windsor Financial Group held 2,322 shares of Home Depot worth $356K as of Q2 2017.
  • Windsor Financial Group bought 40 Home Depot shares in Q2 2017, an estimated $6.14K.
  • Home Depot made up 0.17% of Windsor Financial Group's portfolio in Q2 2017, its #54 holding.
  • Windsor Financial Group 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 Windsor Financial Group's 13F filing for Q2 2017, filed 3 Aug 2017.