Mariner Wealth Advisors (Madison)’s Walmart Inc WMT Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013 Q3	$3K	Buy	+102	New	+$2.57K	﹤0.01%	155

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BIT

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

BFA

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

Mariner Wealth Advisors (Madison)'s WMT Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) opened a new position in Walmart Inc (WMT) in Q3 2013: 102 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #155 among its holdings.

1,309 funds tracked by Wall St. Rank hold WMT as of Q3 2013.

Mariner Wealth Advisors (Madison) held 102 shares of Walmart Inc worth $3K as of Q3 2013.
Walmart Inc was a new Mariner Wealth Advisors (Madison) position in Q3 2013.
Walmart Inc made up ﹤0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #155 holding.
1,309 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.