First Western Capital Management’s Walmart Inc WMT Stock Holding History

First Western Capital 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
2014 Q4	–	Sell	-148,638	Closed	-$3.79M	–	142
2014 Q3	$3.79M	Buy	148,638 +405	+0.3%	+$10.2K	1.12%	32
2014 Q2	$3.71M	Buy	148,233 +1,518	+1%	+$39K	1.22%	31
2014 Q1	$3.74M	Buy	146,715 +4,326	+3%	+$109K	1.32%	29
2013 Q4	$3.73M	Buy	+142,389	New	+$3.68M	1.29%	28

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

First Western Capital Management's WMT Position: Q4 2014 in Review

First Western Capital Management sold out of Walmart Inc (WMT) in Q4 2014, closing a stake of 148,638 shares — an estimated $3.79M sold.

First Western Capital Management first reported a position in WMT in Q4 2013 and held it in 4 quarters. The position peaked at $3.79M in Q3 2014. 1,469 funds tracked by Wall St. Rank hold WMT as of Q4 2014.

First Western Capital Management reported no remaining Walmart Inc position as of Q4 2014 after selling out during the quarter.
First Western Capital Management sold 148,638 Walmart Inc shares in Q4 2014, an estimated $3.79M.
First Western Capital Management first reported a position in Walmart Inc in Q4 2013 and held it in 4 quarters.
First Western Capital Management's Walmart Inc position peaked at $3.79M in Q3 2014.
1,469 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2014.

Based on First Western Capital Management's 13F filing for Q4 2014, filed 3 Feb 2015.