Gemmer Asset Management’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 |
-62
| Closed | -$6K | – | 1476 |
|
|
2018
Q2 | $6K | Hold |
62
| – | – | ﹤0.01% | 977 |
|
|
2018
Q1 | $5K | Hold |
62
| – | – | ﹤0.01% | 1026 |
|
|
2017
Q4 | $5K | Hold |
62
| – | – | ﹤0.01% | 997 |
|
|
2017
Q3 | $5K | Hold |
62
| – | – | ﹤0.01% | 979 |
|
|
2017
Q2 | $5K | Hold |
62
| – | – | ﹤0.01% | 962 |
|
|
2017
Q1 | $5K | Hold |
62
| – | – | ﹤0.01% | 948 |
|
|
2016
Q4 | $5K | Hold |
62
| – | – | ﹤0.01% | 937 |
|
|
2016
Q3 | $4K | Hold |
62
| – | – | ﹤0.01% | 1006 |
|
|
2016
Q2 | $4K | Hold |
62
| – | – | ﹤0.01% | 968 |
|
|
2016
Q1 | $4K | Hold |
62
| – | – | ﹤0.01% | 927 |
|
|
2015
Q4 | $4K | Hold |
62
| – | – | ﹤0.01% | 948 |
|
|
2015
Q3 | $4K | Hold |
62
| – | – | ﹤0.01% | 928 |
|
|
2015
Q2 | $3K | Sell |
62
-20
| -24% | -$1.12K | ﹤0.01% | 1079 |
|
|
2015
Q1 | $5K | Buy |
82
+6
| +8% | +$330 | ﹤0.01% | 926 |
|
|
2014
Q4 | $4K | Sell |
76
-26
| -25% | -$1.26K | ﹤0.01% | 985 |
|
|
2014
Q3 | $4K | Hold |
102
| – | – | ﹤0.01% | 989 |
|
|
2014
Q2 | $4K | Hold |
102
| – | – | ﹤0.01% | 1023 |
|
|
2014
Q1 | $4K | Buy |
+102
| New | +$3.94K | ﹤0.01% | 1001 |
|
Other funds holding WGL
Gemmer Asset Management's WGL Position: Q3 2018 in Review
Gemmer Asset Management sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 62 shares — an estimated $6K sold.
Gemmer Asset Management first reported a position in WGL in Q1 2014 and held it in 18 quarters. The position peaked at $6K in Q2 2018. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.
- Gemmer Asset Management reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
- Gemmer Asset Management sold 62 Wgl Holdings shares in Q3 2018, an estimated $6K.
- Gemmer Asset Management first reported a position in Wgl Holdings in Q1 2014 and held it in 18 quarters.
- Gemmer Asset Management's Wgl Holdings position peaked at $6K in Q2 2018.
- 2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.
Based on Gemmer Asset Management's 13F filing for Q3 2018, filed 12 Oct 2018.