SWMG
WM icon

Signature Wealth Management Group’s Waste Management WM Stock Holding History

Signature Wealth Management Group’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
2018
Q1 		– Sell
-100
Closed -$9K – 393
2017
Q4 		$9K Buy
+100
New +$8.14K 0.01% 201

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

Signature Wealth Management Group's WM Position: Q1 2018 in Review

Signature Wealth Management Group sold out of Waste Management (WM) in Q1 2018, closing a stake of 100 shares — an estimated $9K sold.

Signature Wealth Management Group first reported a position in WM in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 1,105 funds tracked by Wall St. Rank hold WM as of Q1 2018.

  • Signature Wealth Management Group reported no remaining Waste Management position as of Q1 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 100 Waste Management shares in Q1 2018, an estimated $9K.
  • Signature Wealth Management Group first reported a position in Waste Management in Q4 2017 and held it in 1 quarter.
  • Signature Wealth Management Group's Waste Management position peaked at $9K in Q4 2017.
  • 1,105 funds tracked by Wall St. Rank held Waste Management as of Q1 2018.

Based on Signature Wealth Management Group's 13F filing for Q1 2018, filed 12 Apr 2018.