As Wal (WMT) Shares Declined, Jackson Wealth Management LLC Increased by $5.30 Million Its Stake

April 17, 2018 - By Michele Cranor

Walmart Inc. (NYSE:WMT) Corporate LogoBig Money Sentiment decreased to 0.99 in 2017 Q4. It has change of 0.03, from 2017Q3’s 1.02. The ratio dived due to WMT positioning: 68 sold and 541 reduced. 165 funds bought holdings and 435 increased holdings. Investors holded 881.34 million in 2017Q3 but now own 865.70 million shares or 1.77% less. Cadence Mngmt holds 1.05% or 167,935 shs. Cambridge stated it has 13,862 shs or 0.09% of all its holdings. Winfield Assocs holds 0.07% or 1,384 shs in its capital. Asset Mgmt holds 0.2% or 3,340 shs in its capital. Guggenheim Cap Limited Liability Corp has 966,294 shs for 0.23% of their capital. Sabal reported 2,385 shs stake. Moreover, Thomas J Herzfeld Advsrs has 0% invested in Walmart Inc. (NYSE:WMT) for 91 shs. Hexavest stated it has 417,597 shs. 48,083 are owned by Balasa Dinverno And Foltz Limited Liability. Putnam Investments Ltd Liability Corp stated it has 0.13% in Walmart Inc. (NYSE:WMT). Hudson Valley Advsrs Adv owns 0.56% invested in Walmart Inc. (NYSE:WMT) for 22,781 shs. Carlson Capital Mngmt owns 2,326 shs. Fincl Prtn Cap Ltd Liability Corp owns 11,125 shs. Capwealth Advsr Ltd Company holds 2,865 shs or 0.05% of its capital. 20,423 are held by M Holdg Securities Incorporated.

WMT had 1 sale and 0 insider purchases since December 11, 2017. This’s net activity of $200,291.

Jackson Wealth Management Llc’s stake in Wal (WMT) is increased by 91.77% based on its latest 2017Q4 regulatory filing with the SEC. 52,974 shares were bought by Jackson Wealth Management Llc as the company’s stock declined 12.38% with the market. The consumer services company announced $11.11 million value for the 2017Q4. Now the institutional investor is holding 110,696 shares, compared to the 57,722 from the previous quarter. $256.24B is Wal’s MC. WMT reached $86.84 on during the last trading session after $0.82 change.Currently Walmart Inc. is uptrending after 23.53% change in last April 17, 2017. WMT has 7.02M shares volume. WMT outperformed the S&P 500 by 11.98%.

According to a filing Jackson Wealth Management Llc reduced its stake in Ishares Tr (IVV) by 92,217 shares to 157,959 shares, valued at $43.69 million in 2017Q4. The fund manages about $318.34 million and $394.18 million US Long portfolio. For a total of 36,263 shares it reduced its holding in Ishares Tr (IWF) by 40,694 shares in the quarter, and has cut its stake in Vanguard Index Fds (VTI).

Walmart Inc. (NYSE:WMT) Ratings Coverage

Total analysts of 21 have positions in Wal-Mart Stores (NYSE:WMT) as follows: 11 rated it a “Buy”, 0 with “Sell” and 10 with “Hold”. The positive are 52%. The firm has $126.0 highest while $11 is the lowest [Target]. The average target $101.33 is 16.69% above the last ($86.84) price. Since November 8, 2017 according to StockzIntelligence Inc Wal-Mart Stores has 37 analyst reports. On Friday, March 2 Oppenheimer downgraded Walmart Inc. (NYSE:WMT) to “Perform” rating. The company rating was maintained by RBC Capital Markets on Monday, February 12. On Thursday, November 16 Jefferies maintained the shares of WMT in report with “Buy” rating. On Friday, November 17 the rating was maintained by Telsey Advisory Group with “Outperform”. On Friday, January 12 the firm has “Hold” rating given by Stifel Nicolaus. On Tuesday, December 19 the rating was upgraded by Citigroup to “Buy”. The company rating was upgraded by Goldman Sachs on Thursday, January 18. On Wednesday, February 21 the stock has “Neutral” rating by UBS. In Friday, November 17 report BMO Capital Markets maintained it with “Market Perform” rating and $99 target. In Wednesday, November 8 report Morgan Stanley maintained it with “Equal-Weight” rating and $90 target.

Walmart Inc. (NYSE:WMT) Institutional Investors Chart

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