BAM
WGL

Bruderman Asset Management’s Wgl Holdings WGL Stock Holding History

Bruderman Asset 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
2016
Q3 		– Sell
-85
Closed -$6K – 405
2016
Q2 		$6K Hold
85
– – ﹤0.01% 342
2016
Q1 		$6K Sell
85
-550
-87% -$36.8K ﹤0.01% 358
2015
Q4 		$40K Sell
635
-937
-60% -$57.2K 0.02% 230
2015
Q3 		$91K Buy
1,572
+8
+0.5% +$440 0.04% 161
2015
Q2 		$85K Sell
1,564
-205
-12% -$11.5K 0.03% 172
2015
Q1 		$100K Buy
+1,769
New +$97.3K 0.04% 155

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
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bruderman Asset Management's WGL Position: Q3 2016 in Review

Bruderman Asset Management sold out of Wgl Holdings (WGL) in Q3 2016, closing a stake of 85 shares — an estimated $6K sold.

Bruderman Asset Management first reported a position in WGL in Q1 2015 and held it in 6 quarters. The position peaked at $100K in Q1 2015. 253 funds tracked by Wall St. Rank hold WGL as of Q3 2016.

  • Bruderman Asset Management reported no remaining Wgl Holdings position as of Q3 2016 after selling out during the quarter.
  • Bruderman Asset Management sold 85 Wgl Holdings shares in Q3 2016, an estimated $6K.
  • Bruderman Asset Management first reported a position in Wgl Holdings in Q1 2015 and held it in 6 quarters.
  • Bruderman Asset Management's Wgl Holdings position peaked at $100K in Q1 2015.
  • 253 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2016.

Based on Bruderman Asset Management's 13F filing for Q3 2016, filed 8 Nov 2016.