CWM
WGL

Catamount Wealth Management’s Wgl Holdings WGL Stock Holding History

Catamount Wealth 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
2017
Q4 		– Sell
-50
Closed -$4K – 216
2017
Q3 		$4K Hold
50
– – ﹤0.01% 162
2017
Q2 		$4K Hold
50
– – ﹤0.01% 150
2017
Q1 		$4K Hold
50
– – ﹤0.01% 159
2016
Q4 		$4K Hold
50
– – ﹤0.01% 147
2016
Q3 		$3K Hold
50
– – ﹤0.01% 143
2016
Q2 		$4K Hold
50
– – ﹤0.01% 121
2016
Q1 		$4K Hold
50
– – ﹤0.01% 117
2015
Q4 		$3K Hold
50
– – ﹤0.01% 115
2015
Q3 		$3K Hold
50
– – ﹤0.01% 121
2015
Q2 		$3K Hold
50
– – ﹤0.01% 160
2015
Q1 		$3K Hold
50
– – ﹤0.01% 132
2014
Q4 		$3K Buy
+50
New +$2.42K ﹤0.01% 114

Other funds holding WGL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Catamount Wealth Management's WGL Position: Q4 2017 in Review

Catamount Wealth Management sold out of Wgl Holdings (WGL) in Q4 2017, closing a stake of 50 shares — an estimated $4K sold.

Catamount Wealth Management first reported a position in WGL in Q4 2014 and held it in 12 quarters. The position peaked at $4K in Q3 2017. 277 funds tracked by Wall St. Rank hold WGL as of Q4 2017.

  • Catamount Wealth Management reported no remaining Wgl Holdings position as of Q4 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 50 Wgl Holdings shares in Q4 2017, an estimated $4K.
  • Catamount Wealth Management first reported a position in Wgl Holdings in Q4 2014 and held it in 12 quarters.
  • Catamount Wealth Management's Wgl Holdings position peaked at $4K in Q3 2017.
  • 277 funds tracked by Wall St. Rank held Wgl Holdings as of Q4 2017.

Based on Catamount Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.