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L.J. Altfest & Co’s Waste Management WM Stock Holding History

L.J. Altfest & Co’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
Q4 		– Sell
-8,082
Closed -$633K – 162
2017
Q3 		$633K Buy
+8,082
New +$614K 0.31% 82
2017
Q1 		– Sell
-3,318
Closed -$235K – 153
2016
Q4 		$235K Buy
3,318
+79
+2% +$5.28K 0.12% 127
2016
Q3 		$207K Buy
3,239
+16
+0.5% +$1.05K 0.14% 119
2016
Q2 		$214K Buy
+3,223
New +$195K 0.15% 112

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

L.J. Altfest & Co's WM Position: Q4 2017 in Review

L.J. Altfest & Co sold out of Waste Management (WM) in Q4 2017, closing a stake of 8,082 shares — an estimated $633K sold.

L.J. Altfest & Co first reported a position in WM in Q2 2016 and held it in 4 quarters. The position peaked at $633K in Q3 2017. 1,080 funds tracked by Wall St. Rank hold WM as of Q4 2017.

  • L.J. Altfest & Co reported no remaining Waste Management position as of Q4 2017 after selling out during the quarter.
  • L.J. Altfest & Co sold 8,082 Waste Management shares in Q4 2017, an estimated $633K.
  • L.J. Altfest & Co first reported a position in Waste Management in Q2 2016 and held it in 4 quarters.
  • L.J. Altfest & Co's Waste Management position peaked at $633K in Q3 2017.
  • 1,080 funds tracked by Wall St. Rank held Waste Management as of Q4 2017.

Based on L.J. Altfest & Co's 13F filing for Q4 2017, filed 12 Feb 2018.