Integrated Wealth Management (Palm Desert)’s Waste Connections WCN Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio WCN Stock Details WCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-29	Closed	-$1K	–	1001
2016 Q3	$1K	Hold	29	–	–	﹤0.01%	1196
2016 Q2	$1K	Hold	29	–	–	﹤0.01%	1221
2016 Q1	$1K	Hold	29	–	–	﹤0.01%	1143
2015 Q4	$1K	Hold	29	–	–	﹤0.01%	1241
2015 Q3	$1K	Hold	29	–	–	﹤0.01%	1252
2015 Q2	$1K	Hold	29	–	–	﹤0.01%	1287
2015 Q1	$0	Buy	+29	New	+$885	﹤0.01%	1369

Other funds holding WCN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s WCN Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Waste Connections (WCN) in Q4 2016, closing a stake of 29 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in WCN in Q1 2015 and held it in 7 quarters. The position peaked at $1K in Q3 2016. 339 funds tracked by Wall St. Rank hold WCN as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Waste Connections position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 29 Waste Connections shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in Waste Connections in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Waste Connections position peaked at $1K in Q3 2016.
339 funds tracked by Wall St. Rank held Waste Connections as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.