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Cypress Wealth Advisors’s Walmart Inc WMT Stock Holding History

Cypress Wealth 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
2017
Q2 		– Sell
-18,036
Closed -$433K – 179
2017
Q1 		$433K Buy
18,036
+8,319
+86% +$191K 0.2% 108
2016
Q4 		$224K Sell
9,717
-4,581
-32% -$107K 0.1% 180
2016
Q3 		$344K Buy
14,298
+1,983
+16% +$48.1K 0.16% 125
2016
Q2 		$300K Buy
12,315
+330
+3% +$7.64K 0.15% 133
2016
Q1 		$274K Buy
+11,985
New +$263K 0.13% 143

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cypress Wealth Advisors's WMT Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Walmart Inc (WMT) in Q2 2017, closing a stake of 18,036 shares — an estimated $433K sold.

Cypress Wealth Advisors first reported a position in WMT in Q1 2016 and held it in 5 quarters. The position peaked at $433K in Q1 2017. 1,554 funds tracked by Wall St. Rank hold WMT as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Walmart Inc position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 18,036 Walmart Inc shares in Q2 2017, an estimated $433K.
  • Cypress Wealth Advisors first reported a position in Walmart Inc in Q1 2016 and held it in 5 quarters.
  • Cypress Wealth Advisors's Walmart Inc position peaked at $433K in Q1 2017.
  • 1,554 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.