GWM
WGL

Gupta Wealth Management’s Wgl Holdings WGL Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$9K Hold
123
– – ﹤0.01% 886
2015
Q4 		$8K Hold
123
– – ﹤0.01% 945
2015
Q3 		$7K Hold
123
– – ﹤0.01% 1005
2015
Q2 		$7K Buy
+123
New +$6.88K ﹤0.01% 980

Other funds holding WGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $27.7B AUM 52.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gupta Wealth Management's WGL Position: Q1 2016 in Review

Gupta Wealth Management held its Wgl Holdings (WGL) position steady in Q1 2016 at 123 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Gupta Wealth Management first reported a position in WGL in Q2 2015 and has held it in 4 quarters since. 263 funds tracked by Wall St. Rank hold WGL as of Q1 2016.

  • Gupta Wealth Management held 123 shares of Wgl Holdings worth $9K as of Q1 2016.
  • Gupta Wealth Management left its Wgl Holdings share count unchanged in Q1 2016.
  • Wgl Holdings made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #886 holding.
  • Gupta Wealth Management first reported a position in Wgl Holdings in Q2 2015 and has held it in 4 quarters since.
  • 263 funds tracked by Wall St. Rank held Wgl Holdings as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.