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BB&T Investment Services’s Walmart Inc WMT Stock Holding History

BB&T Investment Services’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
Q4 		$1.39M Buy
42,192
+6,495
+18% +$199K 0.23% 106
2017
Q3 		$926K Buy
35,697
+9,525
+36% +$250K 0.18% 112
2017
Q2 		$652K Buy
26,172
+18,288
+232% +$464K 0.16% 122
2017
Q1 		$187K Buy
7,884
+984
+14% +$22.6K 0.07% 197
2016
Q4 		$157K Buy
+6,900
New +$161K 0.12% 169

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BB&T Investment Services's WMT Position: Q4 2017 in Review

BB&T Investment Services increased its Walmart Inc (WMT) stake by 18% in Q4 2017, buying an estimated $199K and bringing the position to 42,192 shares worth $1.39M. The position accounts for 0.23% of the portfolio, ranked #106.

BB&T Investment Services first reported a position in WMT in Q4 2016 and has held it in 5 quarters since. 1,778 funds tracked by Wall St. Rank hold WMT as of Q4 2017.

  • BB&T Investment Services held 42,192 shares of Walmart Inc worth $1.39M as of Q4 2017.
  • BB&T Investment Services bought 6,495 Walmart Inc shares in Q4 2017, an estimated $199K.
  • Walmart Inc made up 0.23% of BB&T Investment Services's portfolio in Q4 2017, its #106 holding.
  • BB&T Investment Services first reported a position in Walmart Inc in Q4 2016 and has held it in 5 quarters since.
  • 1,778 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.