FWM
GAS

Focused Wealth Management’s AGL Resources Inc GAS Stock Holding History

Focused Wealth Management’s Portfolio GAS Stock Details GAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-332
Closed -$22K – 752
2016
Q2 		$22K Hold
332
– – 0.01% 340
2016
Q1 		$22K Hold
332
– – 0.01% 294
2015
Q4 		$21K Hold
332
– – 0.01% 317
2015
Q3 		$20K Hold
332
– – 0.01% 302
2015
Q2 		$15K Sell
332
-166
-33% -$8.19K 0.01% 356
2015
Q1 		$25K Hold
498
– – 0.02% 291
2014
Q4 		$27K Hold
498
– – 0.02% 266
2014
Q3 		$26K Buy
+498
New +$26.3K 0.02% 288

Other funds holding GAS

LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
BCM
Birmingham Capital Management Birmingham, Alabama $237M AUM 32.7% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

Focused Wealth Management's GAS Position: Q3 2016 in Review

Focused Wealth Management sold out of AGL Resources Inc (GAS) in Q3 2016, closing a stake of 332 shares — an estimated $22K sold.

Focused Wealth Management first reported a position in GAS in Q3 2014 and held it in 8 quarters. The position peaked at $27K in Q4 2014. 3 funds tracked by Wall St. Rank hold GAS as of Q3 2016.

  • Focused Wealth Management reported no remaining AGL Resources Inc position as of Q3 2016 after selling out during the quarter.
  • Focused Wealth Management sold 332 AGL Resources Inc shares in Q3 2016, an estimated $22K.
  • Focused Wealth Management first reported a position in AGL Resources Inc in Q3 2014 and held it in 8 quarters.
  • Focused Wealth Management's AGL Resources Inc position peaked at $27K in Q4 2014.
  • 3 funds tracked by Wall St. Rank held AGL Resources Inc as of Q3 2016.

Based on Focused Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.