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WFG Advisors’s Casella Waste Systems CWST Stock Holding History

WFG Advisors’s Portfolio CWST Stock Details CWST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-3,383
Closed -$13K – 2100
2014
Q3 		$13K Hold
3,383
– – ﹤0.01% 1400
2014
Q2 		$17K Hold
3,383
– – ﹤0.01% 1324
2014
Q1 		$17K Buy
+3,383
New +$18.1K ﹤0.01% 1299

Other funds holding CWST

1WCM
12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
WA
Whippoorwill Associates White Plains, New York $19.3M AUM 10.09% 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
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return

WFG Advisors's CWST Position: Q4 2014 in Review

WFG Advisors sold out of Casella Waste Systems (CWST) in Q4 2014, closing a stake of 3,383 shares — an estimated $13K sold.

WFG Advisors first reported a position in CWST in Q1 2014 and held it in 3 quarters. The position peaked at $17K in Q2 2014. 90 funds tracked by Wall St. Rank hold CWST as of Q4 2014.

  • WFG Advisors reported no remaining Casella Waste Systems position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 3,383 Casella Waste Systems shares in Q4 2014, an estimated $13K.
  • WFG Advisors first reported a position in Casella Waste Systems in Q1 2014 and held it in 3 quarters.
  • WFG Advisors's Casella Waste Systems position peaked at $17K in Q2 2014.
  • 90 funds tracked by Wall St. Rank held Casella Waste Systems as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.