EIP
WGL

Epoch Investment Partners’s Wgl Holdings WGL Stock Holding History

Epoch Investment Partners’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
2016
Q4 		– Sell
-28,799
Closed -$1.81M – 315
2016
Q3 		$1.81M Buy
28,799
+7,255
+34% +$483K 0.01% 251
2016
Q2 		$1.52M Buy
21,544
+8,919
+71% +$604K 0.01% 241
2016
Q1 		$914K Buy
12,625
+1,744
+16% +$117K ﹤0.01% 261
2015
Q4 		$685K Buy
10,881
+1,756
+19% +$107K ﹤0.01% 273
2015
Q3 		$526K Buy
9,125
+777
+9% +$42.7K ﹤0.01% 249
2015
Q2 		$454K Buy
8,348
+102
+1% +$5.71K ﹤0.01% 258
2015
Q1 		$465K Buy
8,246
+2,114
+34% +$116K ﹤0.01% 262
2014
Q4 		$335K Buy
+6,132
New +$297K ﹤0.01% 267

Other funds holding WGL

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Epoch Investment Partners's WGL Position: Q4 2016 in Review

Epoch Investment Partners sold out of Wgl Holdings (WGL) in Q4 2016, closing a stake of 28,799 shares — an estimated $1.81M sold.

Epoch Investment Partners first reported a position in WGL in Q4 2014 and held it in 8 quarters. The position peaked at $1.81M in Q3 2016. 268 funds tracked by Wall St. Rank hold WGL as of Q4 2016.

  • Epoch Investment Partners reported no remaining Wgl Holdings position as of Q4 2016 after selling out during the quarter.
  • Epoch Investment Partners sold 28,799 Wgl Holdings shares in Q4 2016, an estimated $1.81M.
  • Epoch Investment Partners first reported a position in Wgl Holdings in Q4 2014 and held it in 8 quarters.
  • Epoch Investment Partners's Wgl Holdings position peaked at $1.81M in Q3 2016.
  • 268 funds tracked by Wall St. Rank held Wgl Holdings as of Q4 2016.

Based on Epoch Investment Partners's 13F filing for Q4 2016, filed 13 Feb 2017.