Lehman Financial Resources’s Waste Management WM Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-1,000	Closed	-$49K	–	354
2015 Q3	$49K	Hold	1,000	–	–	0.02%	146
2015 Q2	$46K	Hold	1,000	–	–	0.02%	161
2015 Q1	$54K	Buy	1,000 +500	+100%	+$26.6K	0.02%	152
2014 Q4	$26K	Sell	500 -500	-50%	-$24.3K	0.01%	209
2014 Q3	$48K	Hold	1,000	–	–	0.03%	150
2014 Q2	$45K	Hold	1,000	–	–	0.02%	152
2014 Q1	$42K	Hold	1,000	–	–	0.02%	153
2013 Q4	$45K	Hold	1,000	–	–	0.03%	139
2013 Q3	$41K	Buy	+1,000	New	+$41.7K	0.03%	136

Other funds holding WM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Lehman Financial Resources's WM Position: Q4 2015 in Review

Lehman Financial Resources sold out of Waste Management (WM) in Q4 2015, closing a stake of 1,000 shares — an estimated $49K sold.

Lehman Financial Resources first reported a position in WM in Q3 2013 and held it in 9 quarters. The position peaked at $54K in Q1 2015. 833 funds tracked by Wall St. Rank hold WM as of Q4 2015.

Lehman Financial Resources reported no remaining Waste Management position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 1,000 Waste Management shares in Q4 2015, an estimated $49K.
Lehman Financial Resources first reported a position in Waste Management in Q3 2013 and held it in 9 quarters.
Lehman Financial Resources's Waste Management position peaked at $54K in Q1 2015.
833 funds tracked by Wall St. Rank held Waste Management as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.