CAPTRUST Financial Advisors’s Wgl Holdings WGL Stock Holding History

CAPTRUST 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
2018 Q3	–	Sell	-4,056	Closed	-$360K	–	1773
2018 Q2	$360K	Hold	4,056	–	–	0.02%	283
2018 Q1	$339K	Sell	4,056 -12	-0.3%	-$1.01K	0.02%	262
2017 Q4	$349K	Buy	+4,068	New	+$347K	0.02%	263

Other funds holding WGL

GAM

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

CAPTRUST Financial Advisors's WGL Position: Q3 2018 in Review

CAPTRUST Financial Advisors sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 4,056 shares — an estimated $360K sold.

CAPTRUST Financial Advisors first reported a position in WGL in Q4 2017 and held it in 3 quarters. The position peaked at $360K in Q2 2018. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

CAPTRUST Financial Advisors reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
CAPTRUST Financial Advisors sold 4,056 Wgl Holdings shares in Q3 2018, an estimated $360K.
CAPTRUST Financial Advisors first reported a position in Wgl Holdings in Q4 2017 and held it in 3 quarters.
CAPTRUST Financial Advisors's Wgl Holdings position peaked at $360K in Q2 2018.
2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.