GSC
WGL

Ground Swell Capital’s Wgl Holdings WGL Stock Holding History

Ground Swell Capital’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
Q3 		$10K Sell
235
-571
-71% -$23.9K 0.02% 1049
2014
Q2 		$35K Buy
+806
New +$32.4K 0.07% 235

Other funds holding WGL

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ground Swell Capital's WGL Position: Q3 2014 in Review

Ground Swell Capital reduced its Wgl Holdings (WGL) stake by 71% in Q3 2014, selling an estimated $23.9K and leaving 235 shares worth $10K. The position accounts for 0.02% of the portfolio, ranked #1049.

Ground Swell Capital first reported a position in WGL in Q2 2014 and has held it in 2 quarters since. The position peaked at $35K in Q2 2014. 224 funds tracked by Wall St. Rank hold WGL as of Q3 2014.

  • Ground Swell Capital held 235 shares of Wgl Holdings worth $10K as of Q3 2014.
  • Ground Swell Capital sold 571 Wgl Holdings shares in Q3 2014, an estimated $23.9K.
  • Wgl Holdings made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #1049 holding.
  • Ground Swell Capital first reported a position in Wgl Holdings in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Wgl Holdings position peaked at $35K in Q2 2014.
  • 224 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.