First Personal Financial Services’s Wgl Holdings WGL Stock Holding History

First Personal Financial Services’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
2017 Q3	–	Sell	-179	Closed	-$15K	–	888
2017 Q2	$15K	Hold	179	–	–	﹤0.01%	640
2017 Q1	$15K	Hold	179	–	–	﹤0.01%	630
2016 Q4	$14K	Hold	179	–	–	﹤0.01%	636
2016 Q3	$11K	Hold	179	–	–	﹤0.01%	579
2016 Q2	$13K	Buy	+179	New	+$12.1K	﹤0.01%	510
2016 Q1	–	Sell	-1,200	Closed	-$76K	–	418
2015 Q4	$76K	Hold	1,200	–	–	0.04%	158
2015 Q3	$70K	Hold	1,200	–	–	0.04%	151
2015 Q2	$66K	Hold	1,200	–	–	0.04%	153
2015 Q1	$68K	Hold	1,200	–	–	0.04%	152
2014 Q4	$65K	Buy	+1,200	New	+$58.2K	0.04%	149

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

SAC

Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

First Personal Financial Services's WGL Position: Q3 2017 in Review

First Personal Financial Services sold out of Wgl Holdings (WGL) in Q3 2017, closing a stake of 179 shares — an estimated $15K sold.

First Personal Financial Services first reported a position in WGL in Q4 2014 and held it in 10 quarters. The position peaked at $76K in Q4 2015. 265 funds tracked by Wall St. Rank hold WGL as of Q3 2017.

First Personal Financial Services reported no remaining Wgl Holdings position as of Q3 2017 after selling out during the quarter.
First Personal Financial Services sold 179 Wgl Holdings shares in Q3 2017, an estimated $15K.
First Personal Financial Services first reported a position in Wgl Holdings in Q4 2014 and held it in 10 quarters.
First Personal Financial Services's Wgl Holdings position peaked at $76K in Q4 2015.
265 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2017.

Based on First Personal Financial Services's 13F filing for Q3 2017, filed 1 Nov 2017.