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Independent Advisor Alliance’s Casella Waste Systems CWST Stock Holding History

Independent Advisor Alliance’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
2019
Q1 		– Sell
-13,960
Closed -$398K – 444
2018
Q4 		$398K Buy
+13,960
New +$424K 0.07% 239

Other funds holding CWST

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BlackRock
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Independent Advisor Alliance's CWST Position: Q1 2019 in Review

Independent Advisor Alliance sold out of Casella Waste Systems (CWST) in Q1 2019, closing a stake of 13,960 shares — an estimated $398K sold.

Independent Advisor Alliance first reported a position in CWST in Q4 2018 and held it in 1 quarter. The position peaked at $398K in Q4 2018. 170 funds tracked by Wall St. Rank hold CWST as of Q1 2019.

  • Independent Advisor Alliance reported no remaining Casella Waste Systems position as of Q1 2019 after selling out during the quarter.
  • Independent Advisor Alliance sold 13,960 Casella Waste Systems shares in Q1 2019, an estimated $398K.
  • Independent Advisor Alliance first reported a position in Casella Waste Systems in Q4 2018 and held it in 1 quarter.
  • Independent Advisor Alliance's Casella Waste Systems position peaked at $398K in Q4 2018.
  • 170 funds tracked by Wall St. Rank held Casella Waste Systems as of Q1 2019.

Based on Independent Advisor Alliance's 13F filing for Q1 2019, filed 7 May 2019.