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Clearwater Capital Advisors’s Walmart Inc WMT Stock Holding History

Clearwater 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
Q2 		– Sell
-3,000
Closed -$89K – 562
2018
Q1 		$89K Buy
+3,000
New +$96.5K 0.02% 244

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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clearwater Capital Advisors's WMT Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Walmart Inc (WMT) in Q2 2018, closing a stake of 3,000 shares — an estimated $89K sold.

Clearwater Capital Advisors first reported a position in WMT in Q1 2018 and held it in 1 quarter. The position peaked at $89K in Q1 2018. 1,777 funds tracked by Wall St. Rank hold WMT as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Walmart Inc position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 3,000 Walmart Inc shares in Q2 2018, an estimated $89K.
  • Clearwater Capital Advisors first reported a position in Walmart Inc in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Walmart Inc position peaked at $89K in Q1 2018.
  • 1,777 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.