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

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Farm Mutual Automobile Insurance

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

T. Rowe Price Associates

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