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Whitnell & Co’s Waste Management WM Stock Holding History

Whitnell & Co’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
Q4 		– Sell
-150
Closed -$6K – 274
2013
Q3 		$6K Hold
150
– – ﹤0.01% 240
2013
Q2 		$6K Buy
+150
New +$6.06K ﹤0.01% 330

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

Whitnell & Co's WM Position: Q4 2013 in Review

Whitnell & Co sold out of Waste Management (WM) in Q4 2013, closing a stake of 150 shares — an estimated $6K sold.

Whitnell & Co first reported a position in WM in Q2 2013 and held it in 2 quarters. The position peaked at $6K in Q3 2013. 714 funds tracked by Wall St. Rank hold WM as of Q4 2013.

  • Whitnell & Co reported no remaining Waste Management position as of Q4 2013 after selling out during the quarter.
  • Whitnell & Co sold 150 Waste Management shares in Q4 2013, an estimated $6K.
  • Whitnell & Co first reported a position in Waste Management in Q2 2013 and held it in 2 quarters.
  • Whitnell & Co's Waste Management position peaked at $6K in Q3 2013.
  • 714 funds tracked by Wall St. Rank held Waste Management as of Q4 2013.

Based on Whitnell & Co's 13F filing for Q4 2013, filed 13 Feb 2014.