Financial Engines Advisors’s Wgl Holdings WGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-20,641
| Closed | -$1.83M | – | 177 |
|
|
2018
Q2 | $1.83M | Sell |
20,641
-1,845
| -8% | -$161K | 0.04% | 37 |
|
|
2018
Q1 | $1.88M | Sell |
22,486
-1,158
| -5% | -$97.3K | 0.05% | 36 |
|
|
2017
Q4 | $2.03M | Buy |
23,644
+637
| +3% | +$54.3K | 0.06% | 32 |
|
|
2017
Q3 | $1.94M | Buy |
23,007
+767
| +3% | +$64.8K | 0.06% | 33 |
|
|
2017
Q2 | $1.85M | Sell |
22,240
-4,952
| -18% | -$410K | 0.09% | 31 |
|
|
2017
Q1 | $2.24M | Buy |
27,192
+9,083
| +50% | +$739K | 0.11% | 30 |
|
|
2016
Q4 | $1.38M | Sell |
18,109
-243
| -1% | -$16.4K | 0.07% | 33 |
|
|
2016
Q3 | $1.15M | Sell |
18,352
-6,348
| -26% | -$422K | 0.92% | 25 |
|
|
2016
Q2 | $1.75M | Buy |
24,700
+5,670
| +30% | +$384K | 1.47% | 23 |
|
|
2016
Q1 | $1.38M | Buy |
19,030
+2,198
| +13% | +$147K | 1.14% | 22 |
|
|
2015
Q4 | $1.06M | Buy |
16,832
+592
| +4% | +$36.1K | 0.85% | 23 |
|
|
2015
Q3 | $937K | Sell |
16,240
-737
| -4% | -$40.5K | 0.66% | 24 |
|
|
2015
Q2 | $922K | Sell |
16,977
-259
| -2% | -$14.5K | 0.55% | 27 |
|
|
2015
Q1 | $941K | Sell |
17,236
-694
| -4% | -$38.2K | 0.8% | 25 |
|
|
2014
Q4 | $979K | Sell |
17,930
-3,536
| -16% | -$171K | 0.83% | 28 |
|
|
2014
Q3 | $904K | Buy |
21,466
+1,873
| +10% | +$78.4K | 0.7% | 30 |
|
|
2014
Q2 | $844K | Sell |
19,593
-1,920
| -9% | -$77.2K | 0.73% | 30 |
|
|
2014
Q1 | $862K | Sell |
21,513
-7,607
| -26% | -$294K | 0.71% | 31 |
|
|
2013
Q4 | $1.17M | Buy |
29,120
+19,125
| +191% | +$796K | 0.97% | 27 |
|
|
2013
Q3 | $427K | Buy |
9,995
+1,287
| +15% | +$56K | 0.36% | 37 |
|
|
2013
Q2 | $376K | Buy |
+8,708
| New | +$384K | 0.32% | 36 |
|
Other funds holding WGL
Financial Engines Advisors's WGL Position: Q3 2018 in Review
Financial Engines Advisors sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 20,641 shares — an estimated $1.83M sold.
Financial Engines Advisors first reported a position in WGL in Q2 2013 and held it in 21 quarters. The position peaked at $2.24M in Q1 2017. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.
- Financial Engines Advisors reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
- Financial Engines Advisors sold 20,641 Wgl Holdings shares in Q3 2018, an estimated $1.83M.
- Financial Engines Advisors first reported a position in Wgl Holdings in Q2 2013 and held it in 21 quarters.
- Financial Engines Advisors's Wgl Holdings position peaked at $2.24M in Q1 2017.
- 2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.
Based on Financial Engines Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.