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Madden Advisory Services’s Walmart Inc WMT Stock Holding History

Madden Advisory 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 		– Sell
-2,346
Closed -$60K – 378
2014
Q3 		$60K Hold
2,346
– – 0.03% 147
2014
Q2 		$59K Sell
2,346
-168
-7% -$4.32K 0.03% 151
2014
Q1 		$64K Buy
2,514
+168
+7% +$4.22K 0.04% 134
2013
Q4 		$62K Hold
2,346
– – 0.05% 117
2013
Q3 		$58K Hold
2,346
– – 0.05% 104
2013
Q2 		$58K Buy
+2,346
New +$60.1K 0.05% 100

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
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
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Madden Advisory Services's WMT Position: Q4 2014 in Review

Madden Advisory Services sold out of Walmart Inc (WMT) in Q4 2014, closing a stake of 2,346 shares — an estimated $60K sold.

Madden Advisory Services first reported a position in WMT in Q2 2013 and held it in 6 quarters. The position peaked at $64K in Q1 2014. 1,469 funds tracked by Wall St. Rank hold WMT as of Q4 2014.

  • Madden Advisory Services reported no remaining Walmart Inc position as of Q4 2014 after selling out during the quarter.
  • Madden Advisory Services sold 2,346 Walmart Inc shares in Q4 2014, an estimated $60K.
  • Madden Advisory Services first reported a position in Walmart Inc in Q2 2013 and held it in 6 quarters.
  • Madden Advisory Services's Walmart Inc position peaked at $64K in Q1 2014.
  • 1,469 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2014.

Based on Madden Advisory Services's 13F filing for Q4 2014, filed 3 Feb 2015.