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

Mariner Wealth Advisors (NYC)’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 Q1	$41K	Buy	+1,494	New	+$42.4K	0.02%	190

Other funds holding WMT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $146B AUM 55.73% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s WMT Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Walmart Inc (WMT) in Q1 2015: 1,494 shares worth $41K. The stake represents 0.02% of the portfolio and ranks #190 among its holdings.

1,485 funds tracked by Wall St. Rank hold WMT as of Q1 2015.

Mariner Wealth Advisors (NYC) held 1,494 shares of Walmart Inc worth $41K as of Q1 2015.
Walmart Inc was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Walmart Inc made up 0.02% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #190 holding.
1,485 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.