Cornerstone Wealth Management’s Wgl Holdings WGL Stock Holding History

Cornerstone 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
2018 Q3	–	Sell	-78,969	Closed	-$890K	–	1633
2018 Q2	$890K	Buy	+78,969	New	+$6.88M	0.01%	813
2017 Q3	–	Sell	-3,069	Closed	-$256K	–	421
2017 Q2	$256K	Buy	3,069 +324	+12%	+$26.9K	0.06%	310
2017 Q1	$228K	Buy	+2,745	New	+$223K	0.06%	305

Other funds holding WGL

GAM

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

Cornerstone Wealth Management's WGL Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 78,969 shares — an estimated $890K sold.

Cornerstone Wealth Management first reported a position in WGL in Q1 2017 and held it in 3 quarters. The position peaked at $890K in Q2 2018. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

Cornerstone Wealth Management reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
Cornerstone Wealth Management sold 78,969 Wgl Holdings shares in Q3 2018, an estimated $890K.
Cornerstone Wealth Management first reported a position in Wgl Holdings in Q1 2017 and held it in 3 quarters.
Cornerstone Wealth Management's Wgl Holdings position peaked at $890K in Q2 2018.
2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.