Sunflower Bank Wealth Management’s Waste Management WM Stock Holding History

Sunflower Bank 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
2017 Q3	–	Sell	-6,875	Closed	-$504K	–	100
2017 Q2	$504K	Sell	6,875 -500	-7%	-$36.4K	0.17%	65
2017 Q1	$538K	Buy	7,375 +500	+7%	+$35.7K	0.18%	57
2016 Q4	$487K	Hold	6,875	–	–	0.17%	57
2016 Q3	$438K	Hold	6,875	–	–	0.16%	65
2016 Q2	$456K	Hold	6,875	–	–	0.16%	62
2016 Q1	$406K	Sell	6,875 -165	-2%	-$9.11K	0.14%	66
2015 Q4	$376K	Hold	7,040	–	–	0.13%	69
2015 Q3	$351K	Hold	7,040	–	–	0.13%	68
2015 Q2	$326K	Hold	7,040	–	–	0.11%	77
2015 Q1	$382K	Hold	7,040	–	–	0.13%	77
2014 Q4	$361K	Hold	7,040	–	–	0.12%	79
2014 Q3	$335K	Buy	7,040 +100	+1%	+$4.58K	0.11%	76
2014 Q2	$310K	Hold	6,940	–	–	0.13%	79
2014 Q1	$292K	Hold	6,940	–	–	0.14%	77
2013 Q4	$311K	Hold	6,940	–	–	0.16%	71
2013 Q3	$286K	Hold	6,940	–	–	0.16%	70
2013 Q2	$280K	Buy	+6,940	New	+$280K	0.15%	69

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Sunflower Bank Wealth Management's WM Position: Q3 2017 in Review

Sunflower Bank Wealth Management sold out of Waste Management (WM) in Q3 2017, closing a stake of 6,875 shares — an estimated $504K sold.

Sunflower Bank Wealth Management first reported a position in WM in Q2 2013 and held it in 17 quarters. The position peaked at $538K in Q1 2017. 958 funds tracked by Wall St. Rank hold WM as of Q3 2017.

Sunflower Bank Wealth Management reported no remaining Waste Management position as of Q3 2017 after selling out during the quarter.
Sunflower Bank Wealth Management sold 6,875 Waste Management shares in Q3 2017, an estimated $504K.
Sunflower Bank Wealth Management first reported a position in Waste Management in Q2 2013 and held it in 17 quarters.
Sunflower Bank Wealth Management's Waste Management position peaked at $538K in Q1 2017.
958 funds tracked by Wall St. Rank held Waste Management as of Q3 2017.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2017, filed 26 Oct 2017.