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Credential Securities’s Waste Management WM Stock Holding History

Credential Securities’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 		$626K Buy
7,691
+1,127
+17% +$93.3K 0.14% 103
2018
Q1 		$552K Buy
6,564
+50
+0.8% +$4.29K 0.13% 114
2017
Q4 		$562K Buy
6,514
+36
+0.6% +$2.93K 0.14% 117
2017
Q3 		$507K Buy
6,478
+245
+4% +$18.6K 0.14% 118
2017
Q2 		$455K Sell
6,233
-150
-2% -$10.9K 0.14% 122
2017
Q1 		$465K Sell
6,383
-36
-0.6% -$2.57K 0.16% 119
2016
Q4 		$455K Sell
6,419
-221
-3% -$14.8K 0.18% 118
2016
Q3 		$423K Buy
6,640
+53
+0.8% +$3.46K 0.19% 125
2016
Q2 		$436K Buy
6,587
+8
+0.1% +$483 0.23% 119
2016
Q1 		$388K Buy
+6,579
New +$363K 0.22% 122

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 $37.4B AUM 35.42% 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

Credential Securities's WM Position: Q2 2018 in Review

Credential Securities increased its Waste Management (WM) stake by 17% in Q2 2018, buying an estimated $93.3K and bringing the position to 7,691 shares worth $626K. The position accounts for 0.14% of the portfolio, ranked #103.

Credential Securities first reported a position in WM in Q1 2016 and has held it in 10 quarters since. 1,112 funds tracked by Wall St. Rank hold WM as of Q2 2018.

  • Credential Securities held 7,691 shares of Waste Management worth $626K as of Q2 2018.
  • Credential Securities bought 1,127 Waste Management shares in Q2 2018, an estimated $93.3K.
  • Waste Management made up 0.14% of Credential Securities's portfolio in Q2 2018, its #103 holding.
  • Credential Securities first reported a position in Waste Management in Q1 2016 and has held it in 10 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Waste Management as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.