Baystate Wealth Management’s Wgl Holdings WGL Stock Holding History

Baystate 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 Q2	–	Sell	-500	Closed	-$43K	–	708
2018 Q1	$43K	Hold	500	–	–	0.01%	205
2017 Q4	$42K	Hold	500	–	–	0.01%	215
2017 Q3	$43K	Hold	500	–	–	0.01%	200
2017 Q2	$42K	Hold	500	–	–	0.01%	198
2017 Q1	$41K	Hold	500	–	–	0.01%	194
2016 Q4	$39K	Buy	+500	New	+$33.7K	0.01%	167

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

Baystate Wealth Management's WGL Position: Q2 2018 in Review

Baystate Wealth Management sold out of Wgl Holdings (WGL) in Q2 2018, closing a stake of 500 shares — an estimated $43K sold.

Baystate Wealth Management first reported a position in WGL in Q4 2016 and held it in 6 quarters. The position peaked at $43K in Q1 2018. 279 funds tracked by Wall St. Rank hold WGL as of Q2 2018.

Baystate Wealth Management reported no remaining Wgl Holdings position as of Q2 2018 after selling out during the quarter.
Baystate Wealth Management sold 500 Wgl Holdings shares in Q2 2018, an estimated $43K.
Baystate Wealth Management first reported a position in Wgl Holdings in Q4 2016 and held it in 6 quarters.
Baystate Wealth Management's Wgl Holdings position peaked at $43K in Q1 2018.
279 funds tracked by Wall St. Rank held Wgl Holdings as of Q2 2018.

Based on Baystate Wealth Management's 13F filing for Q2 2018, filed 17 Jul 2018.