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Independent Portfolio Consultants’s Waste Management WM Stock Holding History

Independent Portfolio Consultants’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
Q2 		$132K Buy
1,802
+847
+89% +$61.7K 0.05% 374
2017
Q1 		$70K Sell
955
-1,334
-58% -$95.2K 0.02% 513
2016
Q4 		$162K Buy
2,289
+439
+24% +$29.4K 0.05% 360
2016
Q3 		$118K Sell
1,850
-305
-14% -$19.9K 0.04% 427
2016
Q2 		$143K Sell
2,155
-255
-11% -$15.4K 0.05% 400
2016
Q1 		$142K Buy
2,410
+250
+12% +$13.8K 0.04% 422
2015
Q4 		$115K Buy
2,160
+315
+17% +$16.7K 0.03% 441
2015
Q3 		$92K Sell
1,845
-795
-30% -$39.6K 0.02% 472
2015
Q2 		$122K Buy
2,640
+855
+48% +$43K 0.02% 458
2015
Q1 		$97K Sell
1,785
-800
-31% -$42.6K 0.02% 487
2014
Q4 		$133K Hold
2,585
– – 0.03% 442
2014
Q3 		$123K Sell
2,585
-1,375
-35% -$63K 0.03% 519
2014
Q2 		$177K Buy
+3,960
New +$172K 0.05% 458

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Independent Portfolio Consultants's WM Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Waste Management (WM) stake by 89% in Q2 2017, buying an estimated $61.7K and bringing the position to 1,802 shares worth $132K. The position accounts for 0.05% of the portfolio, ranked #374.

Independent Portfolio Consultants first reported a position in WM in Q2 2014 and has held it in 13 quarters since. The position peaked at $177K in Q2 2014. 941 funds tracked by Wall St. Rank hold WM as of Q2 2017.

  • Independent Portfolio Consultants held 1,802 shares of Waste Management worth $132K as of Q2 2017.
  • Independent Portfolio Consultants bought 847 Waste Management shares in Q2 2017, an estimated $61.7K.
  • Waste Management made up 0.05% of Independent Portfolio Consultants's portfolio in Q2 2017, its #374 holding.
  • Independent Portfolio Consultants first reported a position in Waste Management in Q2 2014 and has held it in 13 quarters since.
  • Independent Portfolio Consultants's Waste Management position peaked at $177K in Q2 2014.
  • 941 funds tracked by Wall St. Rank held Waste Management as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.