EHWM
GAS

Eads & Heald Wealth Management’s AGL Resources Inc GAS Stock Holding History

Eads & Heald Wealth Management’s Portfolio GAS Stock Details GAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-14,493
Closed -$956K – 135
2016
Q2 		$956K Sell
14,493
-295
-2% -$19.4K 0.66% 73
2016
Q1 		$963K Sell
14,788
-1,093
-7% -$70.4K 0.67% 71
2015
Q4 		$1.01M Sell
15,881
-4,073
-20% -$254K 0.7% 67
2015
Q3 		$1.22M Sell
19,954
-9,992
-33% -$535K 0.87% 56
2015
Q2 		$1.39M Buy
29,946
+160
+0.5% +$7.89K 0.92% 55
2015
Q1 		$1.48M Buy
29,786
+2,317
+8% +$120K 0.95% 49
2014
Q4 		$1.5M Sell
27,469
-322
-1% -$17K 0.95% 51
2014
Q3 		$1.43M Sell
27,791
-1,220
-4% -$64.3K 0.97% 48
2014
Q2 		$1.6M Sell
29,011
-415
-1% -$21.8K 1.06% 46
2014
Q1 		$1.44M Sell
29,426
-1,644
-5% -$77.5K 0.95% 53
2013
Q4 		$1.47M Buy
31,070
+518
+2% +$24.1K 0.97% 52
2013
Q3 		$1.41M Sell
30,552
-1,190
-4% -$53.6K 1% 48
2013
Q2 		$1.36M Buy
+31,742
New +$1.36M 0.96% 52

Other funds holding GAS

LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
BCM
Birmingham Capital Management Birmingham, Alabama $237M AUM 32.7% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

Eads & Heald Wealth Management's GAS Position: Q3 2016 in Review

Eads & Heald Wealth Management sold out of AGL Resources Inc (GAS) in Q3 2016, closing a stake of 14,493 shares — an estimated $956K sold.

Eads & Heald Wealth Management first reported a position in GAS in Q2 2013 and held it in 13 quarters. The position peaked at $1.6M in Q2 2014. 3 funds tracked by Wall St. Rank hold GAS as of Q3 2016.

  • Eads & Heald Wealth Management reported no remaining AGL Resources Inc position as of Q3 2016 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 14,493 AGL Resources Inc shares in Q3 2016, an estimated $956K.
  • Eads & Heald Wealth Management first reported a position in AGL Resources Inc in Q2 2013 and held it in 13 quarters.
  • Eads & Heald Wealth Management's AGL Resources Inc position peaked at $1.6M in Q2 2014.
  • 3 funds tracked by Wall St. Rank held AGL Resources Inc as of Q3 2016.

Based on Eads & Heald Wealth Management's 13F filing for Q3 2016, filed 26 Oct 2016.