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Stanford Investment Group’s Walmart Inc WMT Stock Holding History

Stanford Investment Group’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
Q1 		– Sell
-1,827
Closed -$42K – 306
2016
Q4 		$42K Buy
1,827
+531
+41% +$12.4K 0.02% 155
2016
Q3 		$31K Hold
1,296
– – 0.01% 208
2016
Q2 		$32K Hold
1,296
– – 0.02% 193
2016
Q1 		$30K Hold
1,296
– – 0.02% 197
2015
Q4 		$26K Hold
1,296
– – 0.01% 197
2015
Q3 		$28K Hold
1,296
– – 0.02% 189
2015
Q2 		$31K Hold
1,296
– – 0.02% 184
2015
Q1 		$36K Hold
1,296
– – 0.03% 162
2014
Q4 		$37K Buy
+1,296
New +$35K 0.03% 161

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stanford Investment Group's WMT Position: Q1 2017 in Review

Stanford Investment Group sold out of Walmart Inc (WMT) in Q1 2017, closing a stake of 1,827 shares — an estimated $42K sold.

Stanford Investment Group first reported a position in WMT in Q4 2014 and held it in 9 quarters. The position peaked at $42K in Q4 2016. 1,513 funds tracked by Wall St. Rank hold WMT as of Q1 2017.

  • Stanford Investment Group reported no remaining Walmart Inc position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 1,827 Walmart Inc shares in Q1 2017, an estimated $42K.
  • Stanford Investment Group first reported a position in Walmart Inc in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Walmart Inc position peaked at $42K in Q4 2016.
  • 1,513 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.