GGPS
WGL

Gary Goldberg Planning Services’s Wgl Holdings WGL Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$112K Sell
2,044
-622
-23% -$30.2K 0.05% 137
2014
Q3 		$112K Buy
2,666
+2,368
+795% +$99.1K 0.05% 143
2014
Q2 		$13K Buy
298
+3
+1% +$121 0.01% 335
2014
Q1 		$12K Buy
+295
New +$11.4K 0.01% 324

Other funds holding WGL

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gary Goldberg Planning Services's WGL Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Wgl Holdings (WGL) stake by 23% in Q4 2014, selling an estimated $30.2K and leaving 2,044 shares worth $112K. The position accounts for 0.05% of the portfolio, ranked #137.

Gary Goldberg Planning Services first reported a position in WGL in Q1 2014 and has held it in 4 quarters since. 242 funds tracked by Wall St. Rank hold WGL as of Q4 2014.

  • Gary Goldberg Planning Services held 2,044 shares of Wgl Holdings worth $112K as of Q4 2014.
  • Gary Goldberg Planning Services sold 622 Wgl Holdings shares in Q4 2014, an estimated $30.2K.
  • Wgl Holdings made up 0.05% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #137 holding.
  • Gary Goldberg Planning Services first reported a position in Wgl Holdings in Q1 2014 and has held it in 4 quarters since.
  • 242 funds tracked by Wall St. Rank held Wgl Holdings as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.