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Ancora Family Wealth Advisors’s Walmart Inc WMT Stock Holding History

Ancora Family Wealth Advisors’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
2016
Q2 		– Sell
-9,162
Closed -$209K – 193
2016
Q1 		$209K Buy
+9,162
New +$201K 0.09% 167

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 $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Ancora Family Wealth Advisors's WMT Position: Q2 2016 in Review

Ancora Family Wealth Advisors sold out of Walmart Inc (WMT) in Q2 2016, closing a stake of 9,162 shares — an estimated $209K sold.

Ancora Family Wealth Advisors first reported a position in WMT in Q1 2016 and held it in 1 quarter. The position peaked at $209K in Q1 2016. 1,496 funds tracked by Wall St. Rank hold WMT as of Q2 2016.

  • Ancora Family Wealth Advisors reported no remaining Walmart Inc position as of Q2 2016 after selling out during the quarter.
  • Ancora Family Wealth Advisors sold 9,162 Walmart Inc shares in Q2 2016, an estimated $209K.
  • Ancora Family Wealth Advisors first reported a position in Walmart Inc in Q1 2016 and held it in 1 quarter.
  • Ancora Family Wealth Advisors's Walmart Inc position peaked at $209K in Q1 2016.
  • 1,496 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q2 2016, filed 2 Aug 2016.