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Triangle Securities Wealth Management’s Waste Management WM Stock Holding History

Triangle Securities 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
2013
Q3 		– Sell
-1,027
Closed -$41K – 385
2013
Q2 		$41K Buy
+1,027
New +$41.5K 0.03% 287

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Triangle Securities Wealth Management's WM Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Waste Management (WM) in Q3 2013, closing a stake of 1,027 shares — an estimated $41K sold.

Triangle Securities Wealth Management first reported a position in WM in Q2 2013 and held it in 1 quarter. The position peaked at $41K in Q2 2013. 684 funds tracked by Wall St. Rank hold WM as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Waste Management position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 1,027 Waste Management shares in Q3 2013, an estimated $41K.
  • Triangle Securities Wealth Management first reported a position in Waste Management in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Waste Management position peaked at $41K in Q2 2013.
  • 684 funds tracked by Wall St. Rank held Waste Management as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.