ACA
WGL

Anchor Capital Advisors’s Wgl Holdings WGL Stock Holding History

Anchor Capital 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
2015
Q1 		– Sell
-6,025
Closed -$329K – 315
2014
Q4 		$329K Sell
6,025
-43,890
-88% -$2.13M 0.01% 264
2014
Q3 		$2.1M Sell
49,915
-13,905
-22% -$582K 0.04% 156
2014
Q2 		$2.75M Sell
63,820
-45
-0.1% -$1.81K 0.05% 146
2014
Q1 		$2.56M Buy
63,865
+1,680
+3% +$64.8K 0.05% 153
2013
Q4 		$2.49M Sell
62,185
-29,420
-32% -$1.22M 0.05% 153
2013
Q3 		$3.91M Sell
91,605
-3,016
-3% -$131K 0.08% 126
2013
Q2 		$4.09M Buy
+94,621
New +$4.17M 0.09% 120

Other funds holding WGL

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Anchor Capital Advisors's WGL Position: Q1 2015 in Review

Anchor Capital Advisors sold out of Wgl Holdings (WGL) in Q1 2015, closing a stake of 6,025 shares — an estimated $329K sold.

Anchor Capital Advisors first reported a position in WGL in Q2 2013 and held it in 7 quarters. The position peaked at $4.09M in Q2 2013. 243 funds tracked by Wall St. Rank hold WGL as of Q1 2015.

  • Anchor Capital Advisors reported no remaining Wgl Holdings position as of Q1 2015 after selling out during the quarter.
  • Anchor Capital Advisors sold 6,025 Wgl Holdings shares in Q1 2015, an estimated $329K.
  • Anchor Capital Advisors first reported a position in Wgl Holdings in Q2 2013 and held it in 7 quarters.
  • Anchor Capital Advisors's Wgl Holdings position peaked at $4.09M in Q2 2013.
  • 243 funds tracked by Wall St. Rank held Wgl Holdings as of Q1 2015.

Based on Anchor Capital Advisors's 13F filing for Q1 2015, filed 6 May 2015.