Almanack Investment Partners’s Waste Management WM Stock Holding History

Almanack Investment Partners’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
2019 Q3	–	Sell	-1,005	Closed	-$116K	–	300
2019 Q2	$116K	Buy	+1,005	New	+$109K	0.03%	248
2019 Q1	–	Sell	-1,229	Closed	-$109K	–	202
2018 Q4	$109K	Sell	1,229 -26	-2%	-$2.33K	0.03%	224
2018 Q3	$112K	Buy	+1,255	New	+$111K	0.03%	252
2018 Q2	–	Sell	-1,478	Closed	-$124K	–	180
2018 Q1	$124K	Sell	1,478 -19	-1%	-$1.63K	0.05%	154
2017 Q4	$129K	Buy	1,497 +124	+9%	+$10.1K	0.05%	159
2017 Q3	$107K	Buy	+1,373	New	+$104K	0.05%	146

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Almanack Investment Partners's WM Position: Q3 2019 in Review

Almanack Investment Partners sold out of Waste Management (WM) in Q3 2019, closing a stake of 1,005 shares — an estimated $116K sold.

Almanack Investment Partners first reported a position in WM in Q3 2017 and held it in 6 quarters. The position peaked at $129K in Q4 2017. 1,304 funds tracked by Wall St. Rank hold WM as of Q3 2019.

Almanack Investment Partners reported no remaining Waste Management position as of Q3 2019 after selling out during the quarter.
Almanack Investment Partners sold 1,005 Waste Management shares in Q3 2019, an estimated $116K.
Almanack Investment Partners first reported a position in Waste Management in Q3 2017 and held it in 6 quarters.
Almanack Investment Partners's Waste Management position peaked at $129K in Q4 2017.
1,304 funds tracked by Wall St. Rank held Waste Management as of Q3 2019.

Based on Almanack Investment Partners's 13F filing for Q3 2019, filed 8 Nov 2019.