Bridgewater Wealth & Financial Management’s Waste Management WM Stock Holding History

Bridgewater Wealth & Financial Management’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
2017 Q3	–	Sell	-4,032	Closed	-$296K	–	107
2017 Q2	$296K	Buy	4,032 +22	+0.5%	+$1.6K	0.1%	83
2017 Q1	$292K	Sell	4,010 -144	-3%	-$10.3K	0.11%	82
2016 Q4	$295K	Buy	4,154 +722	+21%	+$48.3K	0.11%	82
2016 Q3	$219K	Buy	+3,432	New	+$224K	0.08%	106
2016 Q2	–	Sell	-3,462	Closed	-$204K	–	120
2016 Q1	$204K	Buy	+3,462	New	+$191K	0.07%	110

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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Bridgewater Wealth & Financial Management's WM Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Waste Management (WM) in Q3 2017, closing a stake of 4,032 shares — an estimated $296K sold.

Bridgewater Wealth & Financial Management first reported a position in WM in Q1 2016 and held it in 5 quarters. The position peaked at $296K in Q2 2017. 959 funds tracked by Wall St. Rank hold WM as of Q3 2017.

Bridgewater Wealth & Financial Management reported no remaining Waste Management position as of Q3 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 4,032 Waste Management shares in Q3 2017, an estimated $296K.
Bridgewater Wealth & Financial Management first reported a position in Waste Management in Q1 2016 and held it in 5 quarters.
Bridgewater Wealth & Financial Management's Waste Management position peaked at $296K in Q2 2017.
959 funds tracked by Wall St. Rank held Waste Management as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.