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Coyle Financial Counsel’s Waste Management WM Stock Holding History

Coyle Financial Counsel’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
Q3 		– Sell
-27
Closed -$2K – 305
2018
Q2 		$2K Buy
+27
New +$2.24K ﹤0.01% 318

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coyle Financial Counsel's WM Position: Q3 2018 in Review

Coyle Financial Counsel sold out of Waste Management (WM) in Q3 2018, closing a stake of 27 shares — an estimated $2K sold.

Coyle Financial Counsel first reported a position in WM in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 1,126 funds tracked by Wall St. Rank hold WM as of Q3 2018.

  • Coyle Financial Counsel reported no remaining Waste Management position as of Q3 2018 after selling out during the quarter.
  • Coyle Financial Counsel sold 27 Waste Management shares in Q3 2018, an estimated $2K.
  • Coyle Financial Counsel first reported a position in Waste Management in Q2 2018 and held it in 1 quarter.
  • Coyle Financial Counsel's Waste Management position peaked at $2K in Q2 2018.
  • 1,126 funds tracked by Wall St. Rank held Waste Management as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.