Exencial Wealth Advisors’s Wgl Holdings WGL Stock Holding History

Exencial Wealth Advisors’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	-2,346	Closed	-$208K	–	199
2018 Q2	$208K	Buy	+2,346	New	+$204K	0.06%	171
2018 Q1	–	Sell	-2,346	Closed	-$201K	–	189
2017 Q4	$201K	Buy	+2,346	New	+$200K	0.06%	176
2016 Q4	–	Sell	-3,518	Closed	-$222K	–	179
2016 Q3	$222K	Hold	3,518	–	–	0.1%	150
2016 Q2	$249K	Hold	3,518	–	–	0.11%	133
2016 Q1	$255K	Buy	+3,518	New	+$235K	0.12%	128

Other funds holding WGL

GAM

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

Exencial Wealth Advisors's WGL Position: Q3 2018 in Review

Exencial Wealth Advisors sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 2,346 shares — an estimated $208K sold.

Exencial Wealth Advisors first reported a position in WGL in Q1 2016 and held it in 5 quarters. The position peaked at $255K in Q1 2016. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

Exencial Wealth Advisors reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
Exencial Wealth Advisors sold 2,346 Wgl Holdings shares in Q3 2018, an estimated $208K.
Exencial Wealth Advisors first reported a position in Wgl Holdings in Q1 2016 and held it in 5 quarters.
Exencial Wealth Advisors's Wgl Holdings position peaked at $255K in Q1 2016.
2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

Based on Exencial Wealth Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.