Gary Goldberg Planning Services’s Waste Management WM Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$94K	Sell	1,835 -1,206	-40%	-$58.7K	0.04%	156
2014 Q3	$145K	Buy	3,041 +9	+0.3%	+$412	0.06%	130
2014 Q2	$136K	Buy	3,032 +10	+0.3%	+$435	0.06%	131
2014 Q1	$127K	Sell	3,022 -17,931	-86%	-$751K	0.06%	133
2013 Q4	$940K	Sell	20,953 -1,208	-5%	-$52.8K	0.55%	42
2013 Q3	$914K	Sell	22,161 -1,135	-5%	-$47.3K	0.55%	41
2013 Q2	$940K	Buy	+23,296	New	+$941K	0.6%	38

Other funds holding WM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Gary Goldberg Planning Services's WM Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Waste Management (WM) stake by 40% in Q4 2014, selling an estimated $58.7K and leaving 1,835 shares worth $94K. The position accounts for 0.04% of the portfolio, ranked #156.

Gary Goldberg Planning Services first reported a position in WM in Q2 2013 and has held it in 7 quarters since. The position peaked at $940K in Q4 2013. 759 funds tracked by Wall St. Rank hold WM as of Q4 2014.

Gary Goldberg Planning Services held 1,835 shares of Waste Management worth $94K as of Q4 2014.
Gary Goldberg Planning Services sold 1,206 Waste Management shares in Q4 2014, an estimated $58.7K.
Waste Management made up 0.04% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #156 holding.
Gary Goldberg Planning Services first reported a position in Waste Management in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Waste Management position peaked at $940K in Q4 2013.
759 funds tracked by Wall St. Rank held Waste Management as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.