Hefty Wealth Partners’s Wgl Holdings WGL Stock Holding History

Hefty Wealth Partners’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 Q1	–	Sell	-231	Closed	-$20K	–	289
2017 Q4	$20K	Hold	231	–	–	0.01%	168
2017 Q3	$19K	Buy	+231	New	+$19.5K	0.01%	164

Other funds holding WGL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hefty Wealth Partners's WGL Position: Q1 2018 in Review

Hefty Wealth Partners sold out of Wgl Holdings (WGL) in Q1 2018, closing a stake of 231 shares — an estimated $20K sold.

Hefty Wealth Partners first reported a position in WGL in Q3 2017 and held it in 2 quarters. The position peaked at $20K in Q4 2017. 267 funds tracked by Wall St. Rank hold WGL as of Q1 2018.

Hefty Wealth Partners reported no remaining Wgl Holdings position as of Q1 2018 after selling out during the quarter.
Hefty Wealth Partners sold 231 Wgl Holdings shares in Q1 2018, an estimated $20K.
Hefty Wealth Partners first reported a position in Wgl Holdings in Q3 2017 and held it in 2 quarters.
Hefty Wealth Partners's Wgl Holdings position peaked at $20K in Q4 2017.
267 funds tracked by Wall St. Rank held Wgl Holdings as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.