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WFG Advisors’s Waste Management WM Stock Holding History

WFG 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
2017
Q2 		$701K Buy
9,561
+1,338
+16% +$97.4K 0.16% 156
2017
Q1 		$600K Sell
8,223
-1,684
-17% -$120K 0.16% 149
2016
Q4 		$703K Sell
9,907
-674
-6% -$45.1K 0.17% 155
2016
Q3 		$675K Buy
10,581
+45
+0.4% +$2.94K 0.17% 148
2016
Q2 		$698K Buy
10,536
+195
+2% +$11.8K 0.19% 131
2016
Q1 		$610K Buy
10,341
+220
+2% +$12.1K 0.18% 141
2015
Q4 		$540K Sell
10,121
-130
-1% -$6.91K 0.16% 151
2015
Q3 		$511K Sell
10,251
-5,585
-35% -$278K 0.16% 153
2015
Q2 		$734K Buy
15,836
+6,639
+72% +$334K 0.2% 120
2015
Q1 		$499K Sell
9,197
-15,890
-63% -$845K 0.14% 177
2014
Q4 		$1.29M Sell
25,087
-3,505
-12% -$171K 0.26% 78
2014
Q3 		$1.36M Sell
28,592
-2,450
-8% -$112K 0.26% 87
2014
Q2 		$1.39M Buy
31,042
+265
+0.9% +$11.5K 0.26% 83
2014
Q1 		$1.29M Buy
30,777
+907
+3% +$38K 0.26% 84
2013
Q4 		$1.34M Buy
29,870
+3,229
+12% +$141K 0.19% 130
2013
Q3 		$1.1M Sell
26,641
-819
-3% -$34.1K 0.17% 151
2013
Q2 		$1.11M Buy
+27,460
New +$1.11M 0.18% 142

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

WFG Advisors's WM Position: Q2 2017 in Review

WFG Advisors increased its Waste Management (WM) stake by 16% in Q2 2017, buying an estimated $97.4K and bringing the position to 9,561 shares worth $701K. The position accounts for 0.16% of the portfolio, ranked #156.

WFG Advisors first reported a position in WM in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.39M in Q2 2014. 940 funds tracked by Wall St. Rank hold WM as of Q2 2017.

  • WFG Advisors held 9,561 shares of Waste Management worth $701K as of Q2 2017.
  • WFG Advisors bought 1,338 Waste Management shares in Q2 2017, an estimated $97.4K.
  • Waste Management made up 0.16% of WFG Advisors's portfolio in Q2 2017, its #156 holding.
  • WFG Advisors first reported a position in Waste Management in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Waste Management position peaked at $1.39M in Q2 2014.
  • 940 funds tracked by Wall St. Rank held Waste Management as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.