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Girard Securities’s Waste Management WM Stock Holding History

Girard 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
2017
Q3 		– Sell
-2,779
Closed -$204K – 161
2017
Q2 		$204K Buy
2,779
+2
+0.1% +$146 0.15% 148
2017
Q1 		$203K Sell
2,777
-242
-8% -$17.3K 0.17% 151
2016
Q4 		$214K Buy
+3,019
New +$202K 0.19% 147

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

Girard Securities's WM Position: Q3 2017 in Review

Girard Securities sold out of Waste Management (WM) in Q3 2017, closing a stake of 2,779 shares — an estimated $204K sold.

Girard Securities first reported a position in WM in Q4 2016 and held it in 3 quarters. The position peaked at $214K in Q4 2016. 958 funds tracked by Wall St. Rank hold WM as of Q3 2017.

  • Girard Securities reported no remaining Waste Management position as of Q3 2017 after selling out during the quarter.
  • Girard Securities sold 2,779 Waste Management shares in Q3 2017, an estimated $204K.
  • Girard Securities first reported a position in Waste Management in Q4 2016 and held it in 3 quarters.
  • Girard Securities's Waste Management position peaked at $214K in Q4 2016.
  • 958 funds tracked by Wall St. Rank held Waste Management as of Q3 2017.

Based on Girard Securities's 13F filing for Q3 2017, filed 14 Nov 2017.