Gideon Capital Advisors’s Waste Management WM Stock Holding History

Gideon Capital 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
2019 Q4	–	Sell	-3,381	Closed	-$389K	–	401
2019 Q3	$389K	Sell	3,381 -21,004	-86%	-$2.45M	0.13%	202
2019 Q2	$2.81M	Buy	24,385 +19,192	+370%	+$2.08M	0.97%	19
2019 Q1	$540K	Buy	+5,193	New	+$507K	0.19%	150
2018 Q4	–	Sell	-3,797	Closed	-$343K	–	526
2018 Q3	$343K	Buy	+3,797	New	+$337K	0.16%	212
2018 Q2	–	Sell	-2,751	Closed	-$231K	–	512
2018 Q1	$231K	Buy	+2,751	New	+$236K	0.14%	294
2017 Q1	–	Sell	-5,770	Closed	-$410K	–	526
2016 Q4	$410K	Buy	+5,770	New	+$386K	0.26%	136
2015 Q4	–	Sell	-16,685	Closed	-$831K	–	286
2015 Q3	$831K	Sell	16,685 -19,778	-54%	-$986K	0.49%	81
2015 Q2	$1.69M	Buy	+36,463	New	+$1.83M	0.7%	43
2014 Q3	–	Sell	-13,228	Closed	-$592K	–	373
2014 Q2	$592K	Buy	+13,228	New	+$575K	0.21%	141

Other funds holding WM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Gideon Capital Advisors's WM Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Waste Management (WM) in Q4 2019, closing a stake of 3,381 shares — an estimated $389K sold.

Gideon Capital Advisors first reported a position in WM in Q2 2014 and held it in 9 quarters. The position peaked at $2.81M in Q2 2019. 1,361 funds tracked by Wall St. Rank hold WM as of Q4 2019.

Gideon Capital Advisors reported no remaining Waste Management position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 3,381 Waste Management shares in Q4 2019, an estimated $389K.
Gideon Capital Advisors first reported a position in Waste Management in Q2 2014 and held it in 9 quarters.
Gideon Capital Advisors's Waste Management position peaked at $2.81M in Q2 2019.
1,361 funds tracked by Wall St. Rank held Waste Management as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.