Advocacy Wealth Management Services’s Waste Management WM Stock Holding History

Advocacy Wealth Management Services’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 Q1	–	Sell	-500	Closed	-$43K	–	220
2017 Q4	$43K	Sell	500 -500	-50%	-$40.7K	0.03%	58
2017 Q3	$75K	Buy	1,000 +500	+100%	+$38K	0.03%	52
2017 Q2	$37K	Hold	500	–	–	0.01%	91
2017 Q1	$36K	Hold	500	–	–	0.01%	95
2016 Q4	$35K	Hold	500	–	–	0.01%	97
2016 Q3	$32K	Hold	500	–	–	0.01%	150
2016 Q2	$33K	Hold	500	–	–	0.02%	184
2016 Q1	$30K	Sell	500 -300	-38%	-$16.6K	0.02%	236
2015 Q4	$43K	Buy	+800	New	+$42.5K	0.05%	181
2013 Q3	$21K	Hold	500	–	–	0.06%	178
2013 Q2	$20K	Buy	+500	New	+$20.2K	0.08%	145

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Advocacy Wealth Management Services's WM Position: Q1 2018 in Review

Advocacy Wealth Management Services sold out of Waste Management (WM) in Q1 2018, closing a stake of 500 shares — an estimated $43K sold.

Advocacy Wealth Management Services first reported a position in WM in Q2 2013 and held it in 11 quarters. The position peaked at $75K in Q3 2017. 1,105 funds tracked by Wall St. Rank hold WM as of Q1 2018.

Advocacy Wealth Management Services reported no remaining Waste Management position as of Q1 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 500 Waste Management shares in Q1 2018, an estimated $43K.
Advocacy Wealth Management Services first reported a position in Waste Management in Q2 2013 and held it in 11 quarters.
Advocacy Wealth Management Services's Waste Management position peaked at $75K in Q3 2017.
1,105 funds tracked by Wall St. Rank held Waste Management as of Q1 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2018, filed 12 Apr 2018.