Private Capital Advisors’s Walmart Inc WMT Stock Holding History

Private Capital Advisors’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
2017 Q4	–	Sell	-13,065	Closed	-$340K	–	116
2017 Q3	$340K	Hold	13,065	–	–	0.12%	89
2017 Q2	$330K	Hold	13,065	–	–	0.11%	112
2017 Q1	$314K	Hold	13,065	–	–	0.1%	103
2016 Q4	$301K	Hold	13,065	–	–	0.1%	104
2016 Q3	$314K	Hold	13,065	–	–	0.11%	98
2016 Q2	$318K	Hold	13,065	–	–	0.12%	93
2016 Q1	$298K	Hold	13,065	–	–	0.13%	93
2015 Q4	$267K	Hold	13,065	–	–	0.12%	100
2015 Q3	$282K	Hold	13,065	–	–	0.12%	106
2015 Q2	$309K	Hold	13,065	–	–	0.1%	123
2015 Q1	$358K	Hold	13,065	–	–	0.13%	99
2014 Q4	$374K	Hold	13,065	–	–	0.14%	92
2014 Q3	$333K	Hold	13,065	–	–	0.11%	107
2014 Q2	$327K	Hold	13,065	–	–	0.11%	99
2014 Q1	$333K	Hold	13,065	–	–	0.13%	87
2013 Q4	$343K	Hold	13,065	–	–	0.12%	91
2013 Q3	$322K	Hold	13,065	–	–	0.12%	94
2013 Q2	$324K	Buy	+13,065	New	+$335K	0.12%	95

Other funds holding WMT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Private Capital Advisors's WMT Position: Q4 2017 in Review

Private Capital Advisors sold out of Walmart Inc (WMT) in Q4 2017, closing a stake of 13,065 shares — an estimated $340K sold.

Private Capital Advisors first reported a position in WMT in Q2 2013 and held it in 18 quarters. The position peaked at $374K in Q4 2014. 1,778 funds tracked by Wall St. Rank hold WMT as of Q4 2017.

Private Capital Advisors reported no remaining Walmart Inc position as of Q4 2017 after selling out during the quarter.
Private Capital Advisors sold 13,065 Walmart Inc shares in Q4 2017, an estimated $340K.
Private Capital Advisors first reported a position in Walmart Inc in Q2 2013 and held it in 18 quarters.
Private Capital Advisors's Walmart Inc position peaked at $374K in Q4 2014.
1,778 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2017.

Based on Private Capital Advisors's 13F filing for Q4 2017, filed 12 Jan 2018.