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Fusion Investment Group’s Walmart Inc WMT Stock Holding History

Fusion Investment Group’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
Q4 		– Sell
-600
Closed -$13K – 152
2015
Q3 		$13K Hold
600
– – 0.03% 119
2015
Q2 		$14K Buy
+600
New +$15.3K 0.01% 151
2014
Q4 		– Sell
-600
Closed -$15K – 204
2014
Q3 		$15K Sell
600
-153
-20% -$3.86K 0.01% 156
2014
Q2 		$19K Hold
753
– – 0.02% 163
2014
Q1 		$19K Hold
753
– – 0.02% 161
2013
Q4 		$20K Buy
+753
New +$19.4K 0.01% 175

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fusion Investment Group's WMT Position: Q4 2015 in Review

Fusion Investment Group sold out of Walmart Inc (WMT) in Q4 2015, closing a stake of 600 shares — an estimated $13K sold.

Fusion Investment Group first reported a position in WMT in Q4 2013 and held it in 6 quarters. The position peaked at $20K in Q4 2013. 1,436 funds tracked by Wall St. Rank hold WMT as of Q4 2015.

  • Fusion Investment Group reported no remaining Walmart Inc position as of Q4 2015 after selling out during the quarter.
  • Fusion Investment Group sold 600 Walmart Inc shares in Q4 2015, an estimated $13K.
  • Fusion Investment Group first reported a position in Walmart Inc in Q4 2013 and held it in 6 quarters.
  • Fusion Investment Group's Walmart Inc position peaked at $20K in Q4 2013.
  • 1,436 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.