Burt Wealth Advisors’s Wgl Holdings WGL Stock Holding History

Burt Wealth Advisors’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 Q3	–	Sell	-6,794	Closed	-$603K	–	409
2018 Q2	$603K	Buy	6,794 +17	+0.3%	+$1.48K	0.29%	30
2018 Q1	$567K	Buy	6,777 +17	+0.3%	+$1.43K	0.29%	33
2017 Q4	$580K	Buy	6,760 +17	+0.3%	+$1.45K	0.36%	30
2017 Q3	$568K	Sell	6,743 -203	-3%	-$17.1K	0.37%	28
2017 Q2	$579K	Buy	6,946 +236	+4%	+$19.6K	0.4%	29
2017 Q1	$554K	Sell	6,710 -203	-3%	-$16.5K	0.4%	29
2016 Q4	$527K	Buy	6,913 +23	+0.3%	+$1.55K	0.47%	32
2016 Q3	$432K	Buy	6,890 +18	+0.3%	+$1.2K	0.46%	29
2016 Q2	$486K	Buy	6,872 +20	+0.3%	+$1.35K	0.54%	24
2016 Q1	$496K	Buy	6,852 +18	+0.3%	+$1.2K	0.45%	24
2015 Q4	$430K	Buy	6,834 +3,020	+79%	+$184K	0.34%	34
2015 Q3	$392K	Sell	3,814 -2,978	-44%	-$164K	0.49%	28
2015 Q2	$369K	Buy	6,792 +42	+0.6%	+$2.35K	0.4%	39
2015 Q1	$382K	Hold	6,750	–	–	0.39%	29
2014 Q4	$369K	Buy	+6,750	New	+$327K	0.39%	32

Other funds holding WGL

GAM

Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return

Burt Wealth Advisors's WGL Position: Q3 2018 in Review

Burt Wealth Advisors sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 6,794 shares — an estimated $603K sold.

Burt Wealth Advisors first reported a position in WGL in Q4 2014 and held it in 15 quarters. The position peaked at $603K in Q2 2018. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

Burt Wealth Advisors reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
Burt Wealth Advisors sold 6,794 Wgl Holdings shares in Q3 2018, an estimated $603K.
Burt Wealth Advisors first reported a position in Wgl Holdings in Q4 2014 and held it in 15 quarters.
Burt Wealth Advisors's Wgl Holdings position peaked at $603K in Q2 2018.
2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

Based on Burt Wealth Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.