FIM
WGL

Freedom Investment Management’s Wgl Holdings WGL Stock Holding History

Freedom Investment 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
2016
Q2 		– Sell
-3,831
Closed -$277K – 928
2016
Q1 		$277K Buy
3,831
+206
+6% +$13.8K 0.02% 583
2015
Q4 		$228K Buy
+3,625
New +$221K 0.02% 648

Other funds holding WGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

Freedom Investment Management's WGL Position: Q2 2016 in Review

Freedom Investment Management sold out of Wgl Holdings (WGL) in Q2 2016, closing a stake of 3,831 shares — an estimated $277K sold.

Freedom Investment Management first reported a position in WGL in Q4 2015 and held it in 2 quarters. The position peaked at $277K in Q1 2016. 268 funds tracked by Wall St. Rank hold WGL as of Q2 2016.

  • Freedom Investment Management reported no remaining Wgl Holdings position as of Q2 2016 after selling out during the quarter.
  • Freedom Investment Management sold 3,831 Wgl Holdings shares in Q2 2016, an estimated $277K.
  • Freedom Investment Management first reported a position in Wgl Holdings in Q4 2015 and held it in 2 quarters.
  • Freedom Investment Management's Wgl Holdings position peaked at $277K in Q1 2016.
  • 268 funds tracked by Wall St. Rank held Wgl Holdings as of Q2 2016.

Based on Freedom Investment Management's 13F filing for Q2 2016, filed 14 Jul 2016.