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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Waste Management WM Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018
Q3 		– Sell
-160
Closed -$13K – 377
2018
Q2 		$13K Hold
160
– – ﹤0.01% 298
2018
Q1 		$13K Hold
160
– – ﹤0.01% 299
2017
Q4 		$15K Hold
160
– – 0.04% 163
2017
Q3 		$12K Hold
160
– – ﹤0.01% 275
2017
Q2 		$11K Hold
160
– – ﹤0.01% 267
2017
Q1 		$12K Sell
160
-200
-56% -$14.3K ﹤0.01% 281
2016
Q4 		$26K Hold
360
– – 0.01% 219
2016
Q3 		$22K Hold
360
– – 0.01% 228
2016
Q2 		$23K Buy
360
+200
+125% +$12.1K 0.01% 207
2016
Q1 		$9K Hold
160
– – ﹤0.01% 274
2015
Q4 		$9K Buy
+160
New +$8.5K ﹤0.01% 263

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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

Genovese Burford & Brothers Wealth & Retirement Plan Management's WM Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Waste Management (WM) in Q3 2018, closing a stake of 160 shares — an estimated $13K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in WM in Q4 2015 and held it in 11 quarters. The position peaked at $26K in Q4 2016. 1,126 funds tracked by Wall St. Rank hold WM as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Waste Management position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 160 Waste Management shares in Q3 2018, an estimated $13K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Waste Management in Q4 2015 and held it in 11 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Waste Management position peaked at $26K in Q4 2016.
  • 1,126 funds tracked by Wall St. Rank held Waste Management as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.