Glassman Wealth Services’s Wgl Holdings WGL Stock Holding History

Glassman Wealth 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
2018 Q3	–	Sell	-2,400	Closed	-$213K	–	1043
2018 Q2	$213K	Hold	2,400	–	–	0.11%	85
2018 Q1	$201K	Buy	2,400 +2,000	+500%	+$168K	0.12%	78
2017 Q4	$34K	Sell	400 -100	-20%	-$8.53K	0.02%	192
2017 Q3	$42K	Hold	500	–	–	0.03%	168
2017 Q2	$42K	Hold	500	–	–	0.03%	170
2017 Q1	$41K	Hold	500	–	–	0.03%	180
2016 Q4	$38K	Hold	500	–	–	0.03%	197
2016 Q3	$31K	Hold	500	–	–	0.03%	184
2016 Q2	$35K	Hold	500	–	–	0.03%	167
2016 Q1	$36K	Hold	500	–	–	0.03%	159
2015 Q4	$31K	Hold	500	–	–	0.03%	177
2015 Q3	$29K	Hold	500	–	–	0.03%	185
2015 Q2	$27K	Hold	500	–	–	0.02%	198
2015 Q1	$28K	Hold	500	–	–	0.02%	193
2014 Q4	$27K	Buy	+500	New	+$24.2K	0.02%	213

Other funds holding WGL

GAM

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

Glassman Wealth Services's WGL Position: Q3 2018 in Review

Glassman Wealth Services sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 2,400 shares — an estimated $213K sold.

Glassman Wealth Services first reported a position in WGL in Q4 2014 and held it in 15 quarters. The position peaked at $213K in Q2 2018. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

Glassman Wealth Services reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
Glassman Wealth Services sold 2,400 Wgl Holdings shares in Q3 2018, an estimated $213K.
Glassman Wealth Services first reported a position in Wgl Holdings in Q4 2014 and held it in 15 quarters.
Glassman Wealth Services's Wgl Holdings position peaked at $213K in Q2 2018.
2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

Based on Glassman Wealth Services's 13F filing for Q3 2018, filed 13 Nov 2018.