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Benchmark Capital Advisors’s Walmart Inc WMT Stock Holding History

Benchmark Capital 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
2018
Q4 		– Sell
-31,275
Closed -$979K – 133
2018
Q3 		$979K Sell
31,275
-450
-1% -$13.8K 0.74% 45
2018
Q2 		$906K Hold
31,725
– – 0.69% 52
2018
Q1 		$941K Buy
+31,725
New +$1.02M 0.74% 47

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Benchmark Capital Advisors's WMT Position: Q4 2018 in Review

Benchmark Capital Advisors sold out of Walmart Inc (WMT) in Q4 2018, closing a stake of 31,275 shares — an estimated $979K sold.

Benchmark Capital Advisors first reported a position in WMT in Q1 2018 and held it in 3 quarters. The position peaked at $979K in Q3 2018. 1,917 funds tracked by Wall St. Rank hold WMT as of Q4 2018.

  • Benchmark Capital Advisors reported no remaining Walmart Inc position as of Q4 2018 after selling out during the quarter.
  • Benchmark Capital Advisors sold 31,275 Walmart Inc shares in Q4 2018, an estimated $979K.
  • Benchmark Capital Advisors first reported a position in Walmart Inc in Q1 2018 and held it in 3 quarters.
  • Benchmark Capital Advisors's Walmart Inc position peaked at $979K in Q3 2018.
  • 1,917 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2018.

Based on Benchmark Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.