Avantax Planning Partners’s Wgl Holdings WGL Stock Holding History

Avantax Planning Partners’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 Q2	–	Sell	-57	Closed	-$5K	–	1833
2018 Q1	$5K	Buy	+57	New	+$4.79K	﹤0.01%	1387

Other funds holding WGL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Avantax Planning Partners's WGL Position: Q2 2018 in Review

Avantax Planning Partners sold out of Wgl Holdings (WGL) in Q2 2018, closing a stake of 57 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in WGL in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 279 funds tracked by Wall St. Rank hold WGL as of Q2 2018.

Avantax Planning Partners reported no remaining Wgl Holdings position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 57 Wgl Holdings shares in Q2 2018, an estimated $5K.
Avantax Planning Partners first reported a position in Wgl Holdings in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Wgl Holdings position peaked at $5K in Q1 2018.
279 funds tracked by Wall St. Rank held Wgl Holdings as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.