HIS
WGL

Horizon Investment Services’s Wgl Holdings WGL Stock Holding History

Horizon Investment 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
2017
Q2 		– Sell
-9,376
Closed -$774K – 124
2017
Q1 		$774K Sell
9,376
-716
-7% -$58.3K 0.35% 58
2016
Q4 		$770K Buy
+10,092
New +$679K 0.36% 59
2016
Q1 		– Sell
-11,114
Closed -$700K – 139
2015
Q4 		$700K Buy
11,114
+1,163
+12% +$71K 0.3% 56
2015
Q3 		$574K Buy
9,951
+585
+6% +$32.2K 0.28% 52
2015
Q2 		$508K Buy
9,366
+643
+7% +$36K 0.2% 62
2015
Q1 		$492K Buy
+8,723
New +$480K 0.2% 69

Other funds holding WGL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Horizon Investment Services's WGL Position: Q2 2017 in Review

Horizon Investment Services sold out of Wgl Holdings (WGL) in Q2 2017, closing a stake of 9,376 shares — an estimated $774K sold.

Horizon Investment Services first reported a position in WGL in Q1 2015 and held it in 6 quarters. The position peaked at $774K in Q1 2017. 268 funds tracked by Wall St. Rank hold WGL as of Q2 2017.

  • Horizon Investment Services reported no remaining Wgl Holdings position as of Q2 2017 after selling out during the quarter.
  • Horizon Investment Services sold 9,376 Wgl Holdings shares in Q2 2017, an estimated $774K.
  • Horizon Investment Services first reported a position in Wgl Holdings in Q1 2015 and held it in 6 quarters.
  • Horizon Investment Services's Wgl Holdings position peaked at $774K in Q1 2017.
  • 268 funds tracked by Wall St. Rank held Wgl Holdings as of Q2 2017.

Based on Horizon Investment Services's 13F filing for Q2 2017, filed 14 Aug 2017.