Howe & Rusling’s Casella Waste Systems CWST Stock Holding History

Howe & Rusling’s Portfolio CWST Stock Details CWST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-255	Closed	-$6K	–	846
2018 Q1	$6K	Hold	255	–	–	﹤0.01%	570
2017 Q4	$6K	Hold	255	–	–	﹤0.01%	526
2017 Q3	$5K	Hold	255	–	–	﹤0.01%	569
2017 Q2	$4K	Hold	255	–	–	﹤0.01%	662
2017 Q1	$4K	Sell	255 -20	-7%	-$248	﹤0.01%	699
2016 Q4	$3K	Sell	275 -205	-43%	-$2.41K	﹤0.01%	772
2016 Q3	$5K	Hold	480	–	–	﹤0.01%	660
2016 Q2	$4K	Hold	480	–	–	﹤0.01%	671
2016 Q1	$3K	Buy	480 +55	+13%	+$332	﹤0.01%	766
2015 Q4	$3K	Hold	425	–	–	﹤0.01%	726
2015 Q3	$2K	Hold	425	–	–	﹤0.01%	812
2015 Q2	$2K	Hold	425	–	–	﹤0.01%	847
2015 Q1	$2K	Hold	425	–	–	﹤0.01%	758
2014 Q4	$2K	Hold	425	–	–	﹤0.01%	763
2014 Q3	$2K	Buy	+425	New	+$1.98K	﹤0.01%	733

Other funds holding CWST

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Macquarie Group

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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