Bolton LP’s Walmart Inc WMT Stock Holding History

Bolton LP’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 Q4	–	Sell	-36,819	Closed	-$908K	–	323
2013 Q3	$908K	Buy	+36,819	New	+$928K	0.25%	71

Other funds holding WMT

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

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

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 New York $544B AUM 28.31% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Bolton LP's WMT Position: Q4 2013 in Review

Bolton LP sold out of Walmart Inc (WMT) in Q4 2013, closing a stake of 36,819 shares — an estimated $908K sold.

Bolton LP first reported a position in WMT in Q3 2013 and held it in 1 quarter. The position peaked at $908K in Q3 2013. 1,413 funds tracked by Wall St. Rank hold WMT as of Q4 2013.

Bolton LP reported no remaining Walmart Inc position as of Q4 2013 after selling out during the quarter.
Bolton LP sold 36,819 Walmart Inc shares in Q4 2013, an estimated $908K.
Bolton LP first reported a position in Walmart Inc in Q3 2013 and held it in 1 quarter.
Bolton LP's Walmart Inc position peaked at $908K in Q3 2013.
1,413 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2013.

Based on Bolton LP's 13F filing for Q4 2013, filed 13 Feb 2014.