Aevitas Wealth Management’s Wgl Holdings WGL Stock Holding History

Aevitas Wealth Management’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	-800	Closed	-$71K	–	460
2018 Q2	$71K	Hold	800	–	–	0.07%	159
2018 Q1	$67K	Hold	800	–	–	0.07%	160
2017 Q4	$69K	Buy	+800	New	+$68.3K	0.07%	167

Other funds holding WGL

GAM

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

Aevitas Wealth Management's WGL Position: Q3 2018 in Review

Aevitas Wealth Management sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 800 shares — an estimated $71K sold.

Aevitas Wealth Management first reported a position in WGL in Q4 2017 and held it in 3 quarters. The position peaked at $71K in Q2 2018. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

Aevitas Wealth Management reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
Aevitas Wealth Management sold 800 Wgl Holdings shares in Q3 2018, an estimated $71K.
Aevitas Wealth Management first reported a position in Wgl Holdings in Q4 2017 and held it in 3 quarters.
Aevitas Wealth Management's Wgl Holdings position peaked at $71K in Q2 2018.
2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

Based on Aevitas Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.