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Vontobel Swiss Wealth Advisors’s Walmart Inc WMT Stock Holding History

Vontobel Swiss Wealth 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
2017
Q1 		– Sell
-14,160
Closed -$326K – 79
2016
Q4 		$326K Buy
14,160
+1,485
+12% +$34.7K 0.2% 52
2016
Q3 		$305K Sell
12,675
-450
-3% -$10.9K 0.16% 56
2016
Q2 		$288K Hold
13,125
– – 0.17% 59
2016
Q1 		$300K Buy
+13,125
New +$288K 0.16% 56

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
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
Northern Trust
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's WMT Position: Q1 2017 in Review

Vontobel Swiss Wealth Advisors sold out of Walmart Inc (WMT) in Q1 2017, closing a stake of 14,160 shares — an estimated $326K sold.

Vontobel Swiss Wealth Advisors first reported a position in WMT in Q1 2016 and held it in 4 quarters. The position peaked at $326K in Q4 2016. 1,512 funds tracked by Wall St. Rank hold WMT as of Q1 2017.

  • Vontobel Swiss Wealth Advisors reported no remaining Walmart Inc position as of Q1 2017 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 14,160 Walmart Inc shares in Q1 2017, an estimated $326K.
  • Vontobel Swiss Wealth Advisors first reported a position in Walmart Inc in Q1 2016 and held it in 4 quarters.
  • Vontobel Swiss Wealth Advisors's Walmart Inc position peaked at $326K in Q4 2016.
  • 1,512 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2017.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2017, filed 12 May 2017.