Americafirst Capital Management’s Walmart Inc WMT Stock Holding History

Americafirst Capital Management’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
2017 Q3	$658K	Buy	+25,248	New	+$662K	0.89%	33
2017 Q2	–	Sell	-34,269	Closed	-$823K	–	217
2017 Q1	$823K	Buy	34,269 +30,399	+786%	+$700K	0.98%	30
2016 Q4	$89.2K	Sell	3,870 -471	-11%	-$11K	0.09%	182
2016 Q3	$104K	Hold	4,341	–	–	0.09%	176
2016 Q2	$106K	Buy	+4,341	New	+$100K	0.07%	170
2015 Q4	–	Hold	0	–	–	–	59
2015 Q3	–	Sell	-36,597	Closed	-$865K	–	217
2015 Q2	$865K	Buy	+36,597	New	+$933K	0.47%	78

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Americafirst Capital Management's WMT Position: Q3 2017 in Review

Americafirst Capital Management opened a new position in Walmart Inc (WMT) in Q3 2017: 25,248 shares worth $658K. The stake represents 0.89% of the portfolio and ranks #33 among its holdings. This is a return to the name: Americafirst Capital Management previously reported a position in WMT as recently as Q1 2017.

Americafirst Capital Management first reported a position in WMT in Q2 2015 and has held it in 6 quarters since. The position peaked at $865K in Q2 2015. 1,559 funds tracked by Wall St. Rank hold WMT as of Q3 2017.

Americafirst Capital Management held 25,248 shares of Walmart Inc worth $658K as of Q3 2017.
Walmart Inc was a new Americafirst Capital Management position in Q3 2017.
Walmart Inc made up 0.89% of Americafirst Capital Management's portfolio in Q3 2017, its #33 holding.
Americafirst Capital Management first reported a position in Walmart Inc in Q2 2015 and has held it in 6 quarters since.
Americafirst Capital Management's Walmart Inc position peaked at $865K in Q2 2015.
1,559 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2017.

Based on Americafirst Capital Management's 13F filing for Q3 2017, filed 16 Nov 2017.