BW
GAS

Bison Wealth’s AGL Resources Inc GAS Stock Holding History

Bison Wealth’s Portfolio GAS Stock Details GAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-3,805
Closed -$251K – 208
2016
Q2 		$251K Hold
3,805
– – 0.15% 157
2016
Q1 		$248K Sell
3,805
-200
-5% -$12.9K 0.16% 149
2015
Q4 		$256K Buy
4,005
+75
+2% +$4.68K 0.15% 178
2015
Q3 		$240K Buy
+3,930
New +$210K 0.16% 170
2015
Q1 		– Sell
-15,509
Closed -$845K – 255
2014
Q4 		$845K Buy
+15,509
New +$819K 0.64% 43

Other funds holding GAS

LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
BCM
Birmingham Capital Management Birmingham, Alabama $237M AUM 32.7% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

Bison Wealth's GAS Position: Q3 2016 in Review

Bison Wealth sold out of AGL Resources Inc (GAS) in Q3 2016, closing a stake of 3,805 shares — an estimated $251K sold.

Bison Wealth first reported a position in GAS in Q4 2014 and held it in 5 quarters. The position peaked at $845K in Q4 2014. 3 funds tracked by Wall St. Rank hold GAS as of Q3 2016.

  • Bison Wealth reported no remaining AGL Resources Inc position as of Q3 2016 after selling out during the quarter.
  • Bison Wealth sold 3,805 AGL Resources Inc shares in Q3 2016, an estimated $251K.
  • Bison Wealth first reported a position in AGL Resources Inc in Q4 2014 and held it in 5 quarters.
  • Bison Wealth's AGL Resources Inc position peaked at $845K in Q4 2014.
  • 3 funds tracked by Wall St. Rank held AGL Resources Inc as of Q3 2016.

Based on Bison Wealth's 13F filing for Q3 2016, filed 14 Nov 2016.