IA
WGL

IFP Advisors’s Wgl Holdings WGL Stock Holding History

IFP Advisors’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
-3,798
Closed -$337K – 4168
2018
Q2 		$337K Buy
3,798
+267
+8% +$23.2K 0.01% 832
2018
Q1 		$303K Hold
3,531
– – 0.01% 817
2017
Q4 		$303K Sell
3,531
-765
-18% -$65.3K 0.01% 818
2017
Q3 		$362K Buy
4,296
+45
+1% +$3.8K 0.01% 831
2017
Q2 		$355K Sell
4,251
-200
-4% -$16.6K 0.02% 827
2017
Q1 		$367K Buy
4,451
+140
+3% +$11.4K 0.02% 815
2016
Q4 		$329K Hold
4,311
– – 0.02% 812
2016
Q3 		$270K Sell
4,311
-180
-4% -$12K 0.01% 860
2016
Q2 		$318K Buy
+4,491
New +$304K 0.02% 763
2016
Q1 		– Sell
-3,491
Closed -$220K – 3940
2015
Q4 		$220K Buy
+3,491
New +$213K 0.01% 793

Other funds holding WGL

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

IFP Advisors's WGL Position: Q3 2018 in Review

IFP Advisors sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 3,798 shares — an estimated $337K sold.

IFP Advisors first reported a position in WGL in Q4 2015 and held it in 10 quarters. The position peaked at $367K in Q1 2017. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

  • IFP Advisors reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
  • IFP Advisors sold 3,798 Wgl Holdings shares in Q3 2018, an estimated $337K.
  • IFP Advisors first reported a position in Wgl Holdings in Q4 2015 and held it in 10 quarters.
  • IFP Advisors's Wgl Holdings position peaked at $367K in Q1 2017.
  • 2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

Based on IFP Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.