CFA
WGL

Camarda Financial Advisors’s Wgl Holdings WGL Stock Holding History

Camarda Financial 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
2014
Q3 		– Sell
-456
Closed -$20K – 259
2014
Q2 		$20K Buy
+456
New +$18.3K 0.01% 165

Other funds holding WGL

American Century Companies
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Camarda Financial Advisors's WGL Position: Q3 2014 in Review

Camarda Financial Advisors sold out of Wgl Holdings (WGL) in Q3 2014, closing a stake of 456 shares — an estimated $20K sold.

Camarda Financial Advisors first reported a position in WGL in Q2 2014 and held it in 1 quarter. The position peaked at $20K in Q2 2014. 224 funds tracked by Wall St. Rank hold WGL as of Q3 2014.

  • Camarda Financial Advisors reported no remaining Wgl Holdings position as of Q3 2014 after selling out during the quarter.
  • Camarda Financial Advisors sold 456 Wgl Holdings shares in Q3 2014, an estimated $20K.
  • Camarda Financial Advisors first reported a position in Wgl Holdings in Q2 2014 and held it in 1 quarter.
  • Camarda Financial Advisors's Wgl Holdings position peaked at $20K in Q2 2014.
  • 224 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2014.

Based on Camarda Financial Advisors's 13F filing for Q3 2014, filed 5 Nov 2014.