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Stifel Nicolaus & Co’s Walmart Inc WMT Stock Holding History

Stifel Nicolaus & Co’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
Q3 		$33.5M Buy
1,360,416
+61,467
+5% +$1.55M 0.56% 29
2013
Q2 		$32.3M Buy
+1,298,949
New +$33.3M 0.58% 32

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Stifel Nicolaus & Co's WMT Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Walmart Inc (WMT) stake by 4.7% in Q3 2013, buying an estimated $1.55M and bringing the position to 1,360,416 shares worth $33.5M. The position accounts for 0.56% of the portfolio, ranked #29.

Stifel Nicolaus & Co first reported a position in WMT in Q2 2013 and has held it in 2 quarters since. 1,309 funds tracked by Wall St. Rank hold WMT as of Q3 2013.

  • Stifel Nicolaus & Co held 1,360,416 shares of Walmart Inc worth $33.5M as of Q3 2013.
  • Stifel Nicolaus & Co bought 61,467 Walmart Inc shares in Q3 2013, an estimated $1.55M.
  • Walmart Inc made up 0.56% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #29 holding.
  • Stifel Nicolaus & Co first reported a position in Walmart Inc in Q2 2013 and has held it in 2 quarters since.
  • 1,309 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.