US Financial Advisors’s Waste Management WM Stock Holding History

US Financial Advisors’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
2016 Q2	–	Sell	-12	Closed	-$1K	–	396
2016 Q1	$1K	Sell	12 -1,075	-99%	-$59.3K	﹤0.01%	435
2015 Q4	$58K	Hold	1,087	–	–	0.06%	126
2015 Q3	$54K	Sell	1,087 -441	-29%	-$22K	0.09%	100
2015 Q2	$71K	Buy	1,528 +441	+41%	+$22.2K	0.07%	85
2015 Q1	$59K	Buy	+1,087	New	+$57.8K	0.05%	99

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

US Financial Advisors's WM Position: Q2 2016 in Review

US Financial Advisors sold out of Waste Management (WM) in Q2 2016, closing a stake of 12 shares — an estimated $1K sold.

US Financial Advisors first reported a position in WM in Q1 2015 and held it in 5 quarters. The position peaked at $71K in Q2 2015. 877 funds tracked by Wall St. Rank hold WM as of Q2 2016.

US Financial Advisors reported no remaining Waste Management position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 12 Waste Management shares in Q2 2016, an estimated $1K.
US Financial Advisors first reported a position in Waste Management in Q1 2015 and held it in 5 quarters.
US Financial Advisors's Waste Management position peaked at $71K in Q2 2015.
877 funds tracked by Wall St. Rank held Waste Management as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.