Gideon Capital Advisors’s Wgl Holdings WGL Stock Holding History

Gideon Capital Advisors’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
2018 Q3	–	Sell	-2,675	Closed	-$237K	–	547
2018 Q2	$237K	Buy	+2,675	New	+$233K	0.12%	309
2017 Q1	–	Sell	-3,145	Closed	-$240K	–	562
2016 Q4	$240K	Buy	+3,145	New	+$212K	0.15%	328

Other funds holding WGL

GAM

Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return

Gideon Capital Advisors's WGL Position: Q3 2018 in Review

Gideon Capital Advisors sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 2,675 shares — an estimated $237K sold.

Gideon Capital Advisors first reported a position in WGL in Q4 2016 and held it in 2 quarters. The position peaked at $240K in Q4 2016. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

Gideon Capital Advisors reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
Gideon Capital Advisors sold 2,675 Wgl Holdings shares in Q3 2018, an estimated $237K.
Gideon Capital Advisors first reported a position in Wgl Holdings in Q4 2016 and held it in 2 quarters.
Gideon Capital Advisors's Wgl Holdings position peaked at $240K in Q4 2016.
2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

Based on Gideon Capital Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.