DADC
WGL

D.A. Davidson & Co’s Wgl Holdings WGL Stock Holding History

D.A. Davidson & Co’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
2014
Q4 		– Sell
-200
Closed -$8K – 2218
2014
Q3 		$8K Hold
200
– – ﹤0.01% 1874
2014
Q2 		$8K Buy
+200
New +$8.04K ﹤0.01% 1853

Other funds holding WGL

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

D.A. Davidson & Co's WGL Position: Q4 2014 in Review

D.A. Davidson & Co sold out of Wgl Holdings (WGL) in Q4 2014, closing a stake of 200 shares — an estimated $8K sold.

D.A. Davidson & Co first reported a position in WGL in Q2 2014 and held it in 2 quarters. The position peaked at $8K in Q3 2014. 242 funds tracked by Wall St. Rank hold WGL as of Q4 2014.

  • D.A. Davidson & Co reported no remaining Wgl Holdings position as of Q4 2014 after selling out during the quarter.
  • D.A. Davidson & Co sold 200 Wgl Holdings shares in Q4 2014, an estimated $8K.
  • D.A. Davidson & Co first reported a position in Wgl Holdings in Q2 2014 and held it in 2 quarters.
  • D.A. Davidson & Co's Wgl Holdings position peaked at $8K in Q3 2014.
  • 242 funds tracked by Wall St. Rank held Wgl Holdings as of Q4 2014.

Based on D.A. Davidson & Co's 13F filing for Q4 2014, filed 12 Feb 2015.