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US Financial Advisors’s Walmart Inc WMT Stock Holding History

US Financial 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
2016
Q2 		– Sell
-60
Closed -$1K – 397
2016
Q1 		$1K Sell
60
-708
-92% -$15.5K ﹤0.01% 436
2015
Q4 		$15K Buy
768
+669
+676% +$13.4K 0.01% 275
2015
Q3 		$2K Hold
99
– – ﹤0.01% 422
2015
Q2 		$2K Sell
99
-909
-90% -$23.2K ﹤0.01% 403
2015
Q1 		$28K Hold
1,008
– – 0.03% 163
2014
Q4 		$29K Buy
+1,008
New +$27.2K 0.03% 154

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

US Financial Advisors's WMT Position: Q2 2016 in Review

US Financial Advisors sold out of Walmart Inc (WMT) in Q2 2016, closing a stake of 60 shares — an estimated $1K sold.

US Financial Advisors first reported a position in WMT in Q4 2014 and held it in 6 quarters. The position peaked at $29K in Q4 2014. 1,495 funds tracked by Wall St. Rank hold WMT as of Q2 2016.

  • US Financial Advisors reported no remaining Walmart Inc position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 60 Walmart Inc shares in Q2 2016, an estimated $1K.
  • US Financial Advisors first reported a position in Walmart Inc in Q4 2014 and held it in 6 quarters.
  • US Financial Advisors's Walmart Inc position peaked at $29K in Q4 2014.
  • 1,495 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.