SHJ
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Sharkey, Howes & Javer’s Walmart Inc WMT Stock Holding History

Sharkey, Howes & Javer’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
2016
Q4 		– Sell
-300
Closed -$7K – 241
2016
Q3 		$7K Hold
300
– – ﹤0.01% 173
2016
Q2 		$7K Hold
300
– – ﹤0.01% 178
2016
Q1 		$7K Hold
300
– – 0.01% 195
2015
Q4 		$6K Hold
300
– – ﹤0.01% 196
2015
Q3 		$6K Hold
300
– – ﹤0.01% 190
2015
Q2 		$7K Hold
300
– – 0.01% 168
2015
Q1 		$8K Buy
+300
New +$8.51K 0.01% 184

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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sharkey, Howes & Javer's WMT Position: Q4 2016 in Review

Sharkey, Howes & Javer sold out of Walmart Inc (WMT) in Q4 2016, closing a stake of 300 shares — an estimated $7K sold.

Sharkey, Howes & Javer first reported a position in WMT in Q1 2015 and held it in 7 quarters. The position peaked at $8K in Q1 2015. 1,523 funds tracked by Wall St. Rank hold WMT as of Q4 2016.

  • Sharkey, Howes & Javer reported no remaining Walmart Inc position as of Q4 2016 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 300 Walmart Inc shares in Q4 2016, an estimated $7K.
  • Sharkey, Howes & Javer first reported a position in Walmart Inc in Q1 2015 and held it in 7 quarters.
  • Sharkey, Howes & Javer's Walmart Inc position peaked at $8K in Q1 2015.
  • 1,523 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2016.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2016, filed 24 Jan 2017.