Independent Advisor Alliance’s Wgl Holdings WGL Stock Holding History

Independent Advisor Alliance’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	-2,280	Closed	-$202K	–	423
2018 Q2	$202K	Buy	+2,280	New	+$199K	0.04%	324
2017 Q4	–	Sell	-3,280	Closed	-$280K	–	337
2017 Q3	$280K	Buy	3,280 +40	+1%	+$3.38K	0.08%	219
2017 Q2	$270K	Buy	+3,240	New	+$269K	0.09%	200

Other funds holding WGL

GAM

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

Independent Advisor Alliance's WGL Position: Q3 2018 in Review

Independent Advisor Alliance sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 2,280 shares — an estimated $202K sold.

Independent Advisor Alliance first reported a position in WGL in Q2 2017 and held it in 3 quarters. The position peaked at $280K in Q3 2017. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

Independent Advisor Alliance reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
Independent Advisor Alliance sold 2,280 Wgl Holdings shares in Q3 2018, an estimated $202K.
Independent Advisor Alliance first reported a position in Wgl Holdings in Q2 2017 and held it in 3 quarters.
Independent Advisor Alliance's Wgl Holdings position peaked at $280K in Q3 2017.
2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

Based on Independent Advisor Alliance's 13F filing for Q3 2018, filed 13 Nov 2018.