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Stifel Trust’s Waste Management WM Stock Holding History

Stifel Trust’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
Q3 		$15K Hold
298
– – ﹤0.01% 385
2014
Q2 		$14K Hold
298
– – ﹤0.01% 355
2014
Q1 		$13K Hold
298
– – ﹤0.01% 379
2013
Q4 		$14K Hold
298
– – ﹤0.01% 370
2013
Q3 		$13K Hold
298
– – ﹤0.01% 374
2013
Q2 		$13K Buy
+298
New +$12K ﹤0.01% 367

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Stifel Trust's WM Position: Q3 2014 in Review

Stifel Trust held its Waste Management (WM) position steady in Q3 2014 at 298 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Stifel Trust first reported a position in WM in Q2 2013 and has held it in 6 quarters since. 716 funds tracked by Wall St. Rank hold WM as of Q3 2014.

  • Stifel Trust held 298 shares of Waste Management worth $15K as of Q3 2014.
  • Stifel Trust left its Waste Management share count unchanged in Q3 2014.
  • Waste Management made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #385 holding.
  • Stifel Trust first reported a position in Waste Management in Q2 2013 and has held it in 6 quarters since.
  • 716 funds tracked by Wall St. Rank held Waste Management as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.