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Smith & Howard Wealth Management’s Waste Management WM Stock Holding History

Smith & Howard Wealth 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
-110
Closed -$5K – 216
2013
Q4 		$5K Hold
110
– – ﹤0.01% 222
2013
Q3 		$5K Hold
110
– – ﹤0.01% 221
2013
Q2 		$4K Buy
+110
New +$4.44K ﹤0.01% 212

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

Smith & Howard Wealth Management's WM Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Waste Management (WM) in Q1 2014, closing a stake of 110 shares — an estimated $5K sold.

Smith & Howard Wealth Management first reported a position in WM in Q2 2013 and held it in 3 quarters. The position peaked at $5K in Q4 2013. 709 funds tracked by Wall St. Rank hold WM as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Waste Management position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 110 Waste Management shares in Q1 2014, an estimated $5K.
  • Smith & Howard Wealth Management first reported a position in Waste Management in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Waste Management position peaked at $5K in Q4 2013.
  • 709 funds tracked by Wall St. Rank held Waste Management as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.