Evercore Wealth Management’s Wgl Holdings WGL Stock Holding History

Evercore 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 Q1	–	Sell	-50	Closed	-$4K	–	898
2017 Q4	$4K	Hold	50	–	–	﹤0.01%	872
2017 Q3	$4K	Hold	50	–	–	﹤0.01%	862
2017 Q2	$4K	Hold	50	–	–	﹤0.01%	920
2017 Q1	$4K	Hold	50	–	–	﹤0.01%	912
2016 Q4	$4K	Hold	50	–	–	﹤0.01%	914
2016 Q3	$3K	Hold	50	–	–	﹤0.01%	984
2016 Q2	$4K	Hold	50	–	–	﹤0.01%	966
2016 Q1	$4K	Hold	50	–	–	﹤0.01%	895
2015 Q4	$3K	Hold	50	–	–	﹤0.01%	971
2015 Q3	$3K	Hold	50	–	–	﹤0.01%	918
2015 Q2	$3K	Hold	50	–	–	﹤0.01%	1021
2015 Q1	$3K	Hold	50	–	–	﹤0.01%	958
2014 Q4	$3K	Buy	+50	New	+$2.42K	﹤0.01%	831

Other funds holding WGL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evercore Wealth Management's WGL Position: Q1 2018 in Review

Evercore Wealth Management sold out of Wgl Holdings (WGL) in Q1 2018, closing a stake of 50 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in WGL in Q4 2014 and held it in 13 quarters. The position peaked at $4K in Q4 2017. 267 funds tracked by Wall St. Rank hold WGL as of Q1 2018.

Evercore Wealth Management reported no remaining Wgl Holdings position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 50 Wgl Holdings shares in Q1 2018, an estimated $4K.
Evercore Wealth Management first reported a position in Wgl Holdings in Q4 2014 and held it in 13 quarters.
Evercore Wealth Management's Wgl Holdings position peaked at $4K in Q4 2017.
267 funds tracked by Wall St. Rank held Wgl Holdings as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.