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180 Wealth Advisors’s Waste Management WM Stock Holding History

180 Wealth Advisors’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-4,172
Closed -$350K – 260
2018
Q1 		$350K Hold
4,172
– – 0.18% 147
2017
Q4 		$360K Buy
+4,172
New +$340K 0.18% 147

Other funds holding WM

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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

180 Wealth Advisors's WM Position: Q2 2018 in Review

180 Wealth Advisors sold out of Waste Management (WM) in Q2 2018, closing a stake of 4,172 shares — an estimated $350K sold.

180 Wealth Advisors first reported a position in WM in Q4 2017 and held it in 2 quarters. The position peaked at $360K in Q4 2017. 1,111 funds tracked by Wall St. Rank hold WM as of Q2 2018.

  • 180 Wealth Advisors reported no remaining Waste Management position as of Q2 2018 after selling out during the quarter.
  • 180 Wealth Advisors sold 4,172 Waste Management shares in Q2 2018, an estimated $350K.
  • 180 Wealth Advisors first reported a position in Waste Management in Q4 2017 and held it in 2 quarters.
  • 180 Wealth Advisors's Waste Management position peaked at $360K in Q4 2017.
  • 1,111 funds tracked by Wall St. Rank held Waste Management as of Q2 2018.

Based on 180 Wealth Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.