TWM
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Torch Wealth Management’s Waste Management WM Stock Holding History

Torch 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
Q3 		– Sell
-300
Closed -$13K – 231
2014
Q2 		$13K Hold
300
– – 0.01% 227
2014
Q1 		$13K Hold
300
– – 0.01% 238
2013
Q4 		$13K Buy
+300
New +$13.1K 0.01% 213

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

Torch Wealth Management's WM Position: Q3 2014 in Review

Torch Wealth Management sold out of Waste Management (WM) in Q3 2014, closing a stake of 300 shares — an estimated $13K sold.

Torch Wealth Management first reported a position in WM in Q4 2013 and held it in 3 quarters. The position peaked at $13K in Q2 2014. 716 funds tracked by Wall St. Rank hold WM as of Q3 2014.

  • Torch Wealth Management reported no remaining Waste Management position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 300 Waste Management shares in Q3 2014, an estimated $13K.
  • Torch Wealth Management first reported a position in Waste Management in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's Waste Management position peaked at $13K in Q2 2014.
  • 716 funds tracked by Wall St. Rank held Waste Management as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.