Cerity Partners’s Wgl Holdings WGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-2,572
Closed -$215K 593
2018
Q1
$215K Buy
2,572
+100
+4% +$8.4K 0.02% 489
2017
Q4
$212K Buy
+2,472
New +$211K 0.01% 522

Other funds holding WGL

Cerity Partners's WGL Position: Q2 2018 in Review

Cerity Partners sold out of Wgl Holdings (WGL) in Q2 2018, closing a stake of 2,572 shares — an estimated $215K sold.

Cerity Partners first reported a position in WGL in Q4 2017 and held it in 2 quarters. The position peaked at $215K in Q1 2018. 279 funds tracked by Wall St. Rank hold WGL as of Q2 2018.

  • Cerity Partners reported no remaining Wgl Holdings position as of Q2 2018 after selling out during the quarter.
  • Cerity Partners sold 2,572 Wgl Holdings shares in Q2 2018, an estimated $215K.
  • Cerity Partners first reported a position in Wgl Holdings in Q4 2017 and held it in 2 quarters.
  • Cerity Partners's Wgl Holdings position peaked at $215K in Q1 2018.
  • 279 funds tracked by Wall St. Rank held Wgl Holdings as of Q2 2018.

Based on Cerity Partners's 13F filing for Q2 2018, filed 15 Aug 2018.