Carroll Financial Associates’s Wgl Holdings WGL Stock Holding History

Carroll Financial Associates’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	-400	Closed	-$35K	–	1398
2018 Q2	$35K	Hold	400	–	–	﹤0.01%	559
2018 Q1	$33K	Hold	400	–	–	﹤0.01%	566
2017 Q4	$34K	Hold	400	–	–	﹤0.01%	557
2017 Q3	$33K	Hold	400	–	–	﹤0.01%	561
2017 Q2	$33K	Hold	400	–	–	﹤0.01%	577
2017 Q1	$33K	Hold	400	–	–	﹤0.01%	556
2016 Q4	$30K	Hold	400	–	–	﹤0.01%	559
2016 Q3	$25K	Hold	400	–	–	﹤0.01%	604
2016 Q2	$28K	Hold	400	–	–	﹤0.01%	547
2016 Q1	$28K	Hold	400	–	–	0.01%	537
2015 Q4	$25K	Buy	+400	New	+$24.4K	0.01%	539

Other funds holding WGL

GAM

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

Carroll Financial Associates's WGL Position: Q3 2018 in Review

Carroll Financial Associates sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 400 shares — an estimated $35K sold.

Carroll Financial Associates first reported a position in WGL in Q4 2015 and held it in 11 quarters. The position peaked at $35K in Q2 2018. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

Carroll Financial Associates reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
Carroll Financial Associates sold 400 Wgl Holdings shares in Q3 2018, an estimated $35K.
Carroll Financial Associates first reported a position in Wgl Holdings in Q4 2015 and held it in 11 quarters.
Carroll Financial Associates's Wgl Holdings position peaked at $35K in Q2 2018.
2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

Based on Carroll Financial Associates's 13F filing for Q3 2018, filed 30 Oct 2018.