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Mercer Investments’s Walmart Inc WMT Stock Holding History

Mercer Investments’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
Q4 		– Sell
-6,627
Closed -$163K – 46
2013
Q3 		$163K Sell
6,627
-1,824
-22% -$46K 0.37% 36
2013
Q2 		$210K Buy
+8,451
New +$217K 0.42% 50

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Mercer Investments's WMT Position: Q4 2013 in Review

Mercer Investments sold out of Walmart Inc (WMT) in Q4 2013, closing a stake of 6,627 shares — an estimated $163K sold.

Mercer Investments first reported a position in WMT in Q2 2013 and held it in 2 quarters. The position peaked at $210K in Q2 2013. 1,412 funds tracked by Wall St. Rank hold WMT as of Q4 2013.

  • Mercer Investments reported no remaining Walmart Inc position as of Q4 2013 after selling out during the quarter.
  • Mercer Investments sold 6,627 Walmart Inc shares in Q4 2013, an estimated $163K.
  • Mercer Investments first reported a position in Walmart Inc in Q2 2013 and held it in 2 quarters.
  • Mercer Investments's Walmart Inc position peaked at $210K in Q2 2013.
  • 1,412 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2013.

Based on Mercer Investments's 13F filing for Q4 2013, filed 13 Feb 2014.