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Bridgewater Wealth & Financial Management’s Walmart Inc WMT Stock Holding History

Bridgewater Wealth & Financial 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 		– Sell
-10,650
Closed -$269K – 108
2017
Q2 		$269K Buy
+10,650
New +$270K 0.09% 96

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Bridgewater Wealth & Financial Management's WMT Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Walmart Inc (WMT) in Q3 2017, closing a stake of 10,650 shares — an estimated $269K sold.

Bridgewater Wealth & Financial Management first reported a position in WMT in Q2 2017 and held it in 1 quarter. The position peaked at $269K in Q2 2017. 1,560 funds tracked by Wall St. Rank hold WMT as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining Walmart Inc position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 10,650 Walmart Inc shares in Q3 2017, an estimated $269K.
  • Bridgewater Wealth & Financial Management first reported a position in Walmart Inc in Q2 2017 and held it in 1 quarter.
  • Bridgewater Wealth & Financial Management's Walmart Inc position peaked at $269K in Q2 2017.
  • 1,560 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.