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WealthShield’s Walmart Inc WMT Stock Holding History

WealthShield’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
Q4 		$260K Buy
+7,923
New +$242K 0.16% 109

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthShield's WMT Position: Q4 2017 in Review

WealthShield opened a new position in Walmart Inc (WMT) in Q4 2017: 7,923 shares worth $260K. The stake represents 0.16% of the portfolio and ranks #109 among its holdings.

1,779 funds tracked by Wall St. Rank hold WMT as of Q4 2017.

  • WealthShield held 7,923 shares of Walmart Inc worth $260K as of Q4 2017.
  • Walmart Inc was a new WealthShield position in Q4 2017.
  • Walmart Inc made up 0.16% of WealthShield's portfolio in Q4 2017, its #109 holding.
  • 1,779 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.