AG
WGL

Advisor Group’s Wgl Holdings WGL Stock Holding History

Advisor Group’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
Q3 		– Sell
-2,077
Closed -$184K – 5386
2018
Q2 		$184K Sell
2,077
-36
-2% -$3.13K ﹤0.01% 2039
2018
Q1 		$177K Sell
2,113
-668
-24% -$56.1K ﹤0.01% 2068
2017
Q4 		$238K Buy
2,781
+933
+50% +$79.6K ﹤0.01% 1857
2017
Q3 		$157K Sell
1,848
-5,213
-74% -$440K ﹤0.01% 2037
2017
Q2 		$590K Buy
7,061
+5,482
+347% +$454K 0.01% 1047
2017
Q1 		$130K Buy
1,579
+13
+0.8% +$1.06K ﹤0.01% 1986
2016
Q4 		$119K Buy
1,566
+75
+5% +$5.05K ﹤0.01% 1953
2016
Q3 		$93K Sell
1,491
-2,912
-66% -$194K ﹤0.01% 2062
2016
Q2 		$310K Buy
+4,403
New +$298K 0.01% 1187

Other funds holding WGL

GAM
Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return

Advisor Group's WGL Position: Q3 2018 in Review

Advisor Group sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 2,077 shares — an estimated $184K sold.

Advisor Group first reported a position in WGL in Q2 2016 and held it in 9 quarters. The position peaked at $590K in Q2 2017. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

  • Advisor Group reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
  • Advisor Group sold 2,077 Wgl Holdings shares in Q3 2018, an estimated $184K.
  • Advisor Group first reported a position in Wgl Holdings in Q2 2016 and held it in 9 quarters.
  • Advisor Group's Wgl Holdings position peaked at $590K in Q2 2017.
  • 2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

Based on Advisor Group's 13F filing for Q3 2018, filed 14 Nov 2018.