Domani Wealth’s Walmart Inc WMT Stock Holding History

Domani Wealth’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
2015 Q3	–	Sell	-8,655	Closed	-$205K	–	107
2015 Q2	$205K	Buy	8,655 +7,803	+916%	+$199K	0.11%	92
2015 Q1	$3.45K	Buy	+852	New	+$24.2K	0.05%	76

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Domani Wealth's WMT Position: Q3 2015 in Review

Domani Wealth sold out of Walmart Inc (WMT) in Q3 2015, closing a stake of 8,655 shares — an estimated $205K sold.

Domani Wealth first reported a position in WMT in Q1 2015 and held it in 2 quarters. The position peaked at $205K in Q2 2015. 1,425 funds tracked by Wall St. Rank hold WMT as of Q3 2015.

Domani Wealth reported no remaining Walmart Inc position as of Q3 2015 after selling out during the quarter.
Domani Wealth sold 8,655 Walmart Inc shares in Q3 2015, an estimated $205K.
Domani Wealth first reported a position in Walmart Inc in Q1 2015 and held it in 2 quarters.
Domani Wealth's Walmart Inc position peaked at $205K in Q2 2015.
1,425 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2015.

Based on Domani Wealth's 13F filing for Q3 2015, filed 3 Nov 2015.