GWM
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Gupta Wealth Management’s Waste Management WM Stock Holding History

Gupta Wealth 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
2016
Q1 		$88K Buy
1,494
+167
+13% +$9.22K 0.02% 345
2015
Q4 		$71K Sell
1,327
-967
-42% -$51.4K 0.02% 382
2015
Q3 		$114K Buy
2,294
+980
+75% +$48.8K 0.03% 327
2015
Q2 		$61K Hold
1,314
– – 0.02% 432
2015
Q1 		$71K Buy
+1,314
New +$69.9K 0.02% 349

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $34.4B AUM 26.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gupta Wealth Management's WM Position: Q1 2016 in Review

Gupta Wealth Management increased its Waste Management (WM) stake by 13% in Q1 2016, buying an estimated $9.22K and bringing the position to 1,494 shares worth $88K. The position accounts for 0.02% of the portfolio, ranked #345.

Gupta Wealth Management first reported a position in WM in Q1 2015 and has held it in 5 quarters since. The position peaked at $114K in Q3 2015. 852 funds tracked by Wall St. Rank hold WM as of Q1 2016.

  • Gupta Wealth Management held 1,494 shares of Waste Management worth $88K as of Q1 2016.
  • Gupta Wealth Management bought 167 Waste Management shares in Q1 2016, an estimated $9.22K.
  • Waste Management made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #345 holding.
  • Gupta Wealth Management first reported a position in Waste Management in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Waste Management position peaked at $114K in Q3 2015.
  • 852 funds tracked by Wall St. Rank held Waste Management as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.