BIG
WGL

Bellwether Investment Group’s Wgl Holdings WGL Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-479
Closed -$40K – 741
2017
Q1 		$40K Hold
479
– – 0.11% 179
2016
Q4 		$37K Buy
+479
New +$32.2K 0.03% 327
2016
Q2 		$34K Buy
+479
New +$32.4K 0.04% 290

Other funds holding WGL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Bellwether Investment Group's WGL Position: Q2 2017 in Review

Bellwether Investment Group sold out of Wgl Holdings (WGL) in Q2 2017, closing a stake of 479 shares — an estimated $40K sold.

Bellwether Investment Group first reported a position in WGL in Q2 2016 and held it in 3 quarters. The position peaked at $40K in Q1 2017. 268 funds tracked by Wall St. Rank hold WGL as of Q2 2017.

  • Bellwether Investment Group reported no remaining Wgl Holdings position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 479 Wgl Holdings shares in Q2 2017, an estimated $40K.
  • Bellwether Investment Group first reported a position in Wgl Holdings in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Wgl Holdings position peaked at $40K in Q1 2017.
  • 268 funds tracked by Wall St. Rank held Wgl Holdings as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.