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AFT Forsyth & Company’s Walmart Inc WMT Stock Holding History

AFT Forsyth & Company’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$153K Buy
6,225
+3,000
+93% +$75.6K 0.2% 118
2013
Q2 		$80K Buy
+3,225
New +$82.7K 0.11% 140

Other funds holding WMT

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AFT Forsyth & Company's WMT Position: Q3 2013 in Review

AFT Forsyth & Company increased its Walmart Inc (WMT) stake by 93% in Q3 2013, buying an estimated $75.6K and bringing the position to 6,225 shares worth $153K. The position accounts for 0.2% of the portfolio, ranked #118.

AFT Forsyth & Company first reported a position in WMT in Q2 2013 and has held it in 2 quarters since. 1,308 funds tracked by Wall St. Rank hold WMT as of Q3 2013.

  • AFT Forsyth & Company held 6,225 shares of Walmart Inc worth $153K as of Q3 2013.
  • AFT Forsyth & Company bought 3,000 Walmart Inc shares in Q3 2013, an estimated $75.6K.
  • Walmart Inc made up 0.2% of AFT Forsyth & Company's portfolio in Q3 2013, its #118 holding.
  • AFT Forsyth & Company first reported a position in Walmart Inc in Q2 2013 and has held it in 2 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.