AW
WGL

ACG Wealth’s Wgl Holdings WGL Stock Holding History

ACG Wealth’s Portfolio WGL Stock Details WGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,215
Closed -$276K – 357
2017
Q4 		$276K Buy
+3,215
New +$274K 0.04% 261

Other funds holding WGL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACG Wealth's WGL Position: Q1 2018 in Review

ACG Wealth sold out of Wgl Holdings (WGL) in Q1 2018, closing a stake of 3,215 shares — an estimated $276K sold.

ACG Wealth first reported a position in WGL in Q4 2017 and held it in 1 quarter. The position peaked at $276K in Q4 2017. 267 funds tracked by Wall St. Rank hold WGL as of Q1 2018.

  • ACG Wealth reported no remaining Wgl Holdings position as of Q1 2018 after selling out during the quarter.
  • ACG Wealth sold 3,215 Wgl Holdings shares in Q1 2018, an estimated $276K.
  • ACG Wealth first reported a position in Wgl Holdings in Q4 2017 and held it in 1 quarter.
  • ACG Wealth's Wgl Holdings position peaked at $276K in Q4 2017.
  • 267 funds tracked by Wall St. Rank held Wgl Holdings as of Q1 2018.

Based on ACG Wealth's 13F filing for Q1 2018, filed 10 Apr 2018.