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Lucus Advisors’s Waste Management WM Stock Holding History

Lucus Advisors’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
Q2 		– Sell
-6,060
Closed -$329K – 389
2015
Q1 		$329K Buy
+6,060
New +$322K 0.17% 252

Other funds holding WM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lucus Advisors's WM Position: Q2 2015 in Review

Lucus Advisors sold out of Waste Management (WM) in Q2 2015, closing a stake of 6,060 shares — an estimated $329K sold.

Lucus Advisors first reported a position in WM in Q1 2015 and held it in 1 quarter. The position peaked at $329K in Q1 2015. 781 funds tracked by Wall St. Rank hold WM as of Q2 2015.

  • Lucus Advisors reported no remaining Waste Management position as of Q2 2015 after selling out during the quarter.
  • Lucus Advisors sold 6,060 Waste Management shares in Q2 2015, an estimated $329K.
  • Lucus Advisors first reported a position in Waste Management in Q1 2015 and held it in 1 quarter.
  • Lucus Advisors's Waste Management position peaked at $329K in Q1 2015.
  • 781 funds tracked by Wall St. Rank held Waste Management as of Q2 2015.

Based on Lucus Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.