American Portfolios Advisors’s Wgl Holdings WGL Stock Holding History

American Portfolios Advisors’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	-1,248	Closed	-$111K	–	2533
2018 Q2	$111K	Hold	1,248	–	–	0.02%	768
2018 Q1	$104K	Buy	1,248 +97	+8%	+$8.15K	0.02%	735
2017 Q4	$98.8K	Buy	+1,151	New	+$98.2K	0.02%	732

Other funds holding WGL

GAM

Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

American Portfolios Advisors's WGL Position: Q3 2018 in Review

American Portfolios Advisors sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 1,248 shares — an estimated $111K sold.

American Portfolios Advisors first reported a position in WGL in Q4 2017 and held it in 3 quarters. The position peaked at $111K in Q2 2018. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

American Portfolios Advisors reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
American Portfolios Advisors sold 1,248 Wgl Holdings shares in Q3 2018, an estimated $111K.
American Portfolios Advisors first reported a position in Wgl Holdings in Q4 2017 and held it in 3 quarters.
American Portfolios Advisors's Wgl Holdings position peaked at $111K in Q2 2018.
2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

Based on American Portfolios Advisors's 13F filing for Q3 2018, filed 24 Mar 2023.