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SKBA Capital Management’s Waste Management WM Stock Holding History

SKBA Capital Management’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
2014
Q1 		– Sell
-174,350
Closed -$7.82M – 97
2013
Q4 		$7.82M Sell
174,350
-4,000
-2% -$175K 0.91% 47
2013
Q3 		$7.36M Sell
178,350
-1,300
-0.7% -$54.2K 0.89% 47
2013
Q2 		$7.25M Buy
+179,650
New +$7.25M 0.85% 49

Other funds holding WM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SKBA Capital Management's WM Position: Q1 2014 in Review

SKBA Capital Management sold out of Waste Management (WM) in Q1 2014, closing a stake of 174,350 shares — an estimated $7.82M sold.

SKBA Capital Management first reported a position in WM in Q2 2013 and held it in 3 quarters. The position peaked at $7.82M in Q4 2013. 709 funds tracked by Wall St. Rank hold WM as of Q1 2014.

  • SKBA Capital Management reported no remaining Waste Management position as of Q1 2014 after selling out during the quarter.
  • SKBA Capital Management sold 174,350 Waste Management shares in Q1 2014, an estimated $7.82M.
  • SKBA Capital Management first reported a position in Waste Management in Q2 2013 and held it in 3 quarters.
  • SKBA Capital Management's Waste Management position peaked at $7.82M in Q4 2013.
  • 709 funds tracked by Wall St. Rank held Waste Management as of Q1 2014.

Based on SKBA Capital Management's 13F filing for Q1 2014, filed 13 May 2014.