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Delphi Private Advisors’s Waste Management WM Stock Holding History

Delphi Private Advisors’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
-11
Closed -$1K – 119
2017
Q2 		$1K Buy
+11
New +$801 ﹤0.01% 116
2017
Q1 		– Sell
-3
Closed – – 295
2016
Q4 		$0 Hold
3
– – ﹤0.01% 456
2016
Q3 		$0 Hold
3
– – ﹤0.01% 552
2016
Q2 		$0 Sell
3
-8
-73% -$483 ﹤0.01% 553
2016
Q1 		$1K Sell
11
-35
-76% -$1.93K ﹤0.01% 293
2015
Q4 		$2K Buy
+46
New +$2.44K ﹤0.01% 278

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Delphi Private Advisors's WM Position: Q3 2017 in Review

Delphi Private Advisors sold out of Waste Management (WM) in Q3 2017, closing a stake of 11 shares — an estimated $1K sold.

Delphi Private Advisors first reported a position in WM in Q4 2015 and held it in 6 quarters. The position peaked at $2K in Q4 2015. 958 funds tracked by Wall St. Rank hold WM as of Q3 2017.

  • Delphi Private Advisors reported no remaining Waste Management position as of Q3 2017 after selling out during the quarter.
  • Delphi Private Advisors sold 11 Waste Management shares in Q3 2017, an estimated $1K.
  • Delphi Private Advisors first reported a position in Waste Management in Q4 2015 and held it in 6 quarters.
  • Delphi Private Advisors's Waste Management position peaked at $2K in Q4 2015.
  • 958 funds tracked by Wall St. Rank held Waste Management as of Q3 2017.

Based on Delphi Private Advisors's 13F filing for Q3 2017, filed 16 Oct 2017.