Mosaic Family Wealth’s Waste Management WM Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-64	Closed	-$7K	–	601
2019 Q1	$7K	Buy	+64	New	+$6.25K	﹤0.01%	538

Other funds holding WM

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

BlackRock New York $5.72T AUM 30.48% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mosaic Family Wealth's WM Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Waste Management (WM) in Q2 2019, closing a stake of 64 shares — an estimated $7K sold.

Mosaic Family Wealth first reported a position in WM in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 1,282 funds tracked by Wall St. Rank hold WM as of Q2 2019.

Mosaic Family Wealth reported no remaining Waste Management position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 64 Waste Management shares in Q2 2019, an estimated $7K.
Mosaic Family Wealth first reported a position in Waste Management in Q1 2019 and held it in 1 quarter.
Mosaic Family Wealth's Waste Management position peaked at $7K in Q1 2019.
1,282 funds tracked by Wall St. Rank held Waste Management as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.