Gary Goldberg Planning Services’s Walmart Inc WMT Stock Holding History

Gary Goldberg Planning Services’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	$2.55M	Sell	89,196 -9,435	-10%	-$255K	1.07%	26
2014 Q3	$2.51M	Buy	98,631 +3,453	+4%	+$87.2K	1.05%	25
2014 Q2	$2.38M	Buy	95,178 +10,059	+12%	+$258K	1.05%	26
2014 Q1	$2.17M	Buy	85,119 +15,195	+22%	+$382K	1.06%	28
2013 Q4	$1.83M	Buy	69,924 +1,131	+2%	+$29.2K	1.07%	26
2013 Q3	$1.7M	Buy	68,793 +1,926	+3%	+$48.6K	1.03%	30
2013 Q2	$1.66M	Buy	+66,867	New	+$1.71M	1.06%	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

Gary Goldberg Planning Services's WMT Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Walmart Inc (WMT) stake by 9.6% in Q4 2014, selling an estimated $255K and leaving 89,196 shares worth $2.55M. The position accounts for 1.07% of the portfolio, ranked #26.

Gary Goldberg Planning Services first reported a position in WMT in Q2 2013 and has held it in 7 quarters since. 1,468 funds tracked by Wall St. Rank hold WMT as of Q4 2014.

Gary Goldberg Planning Services held 89,196 shares of Walmart Inc worth $2.55M as of Q4 2014.
Gary Goldberg Planning Services sold 9,435 Walmart Inc shares in Q4 2014, an estimated $255K.
Walmart Inc made up 1.07% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #26 holding.
Gary Goldberg Planning Services first reported a position in Walmart Inc in Q2 2013 and has held it in 7 quarters since.
1,468 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.