IFWM
WGL

Institute for Wealth Management’s Wgl Holdings WGL Stock Holding History

Institute for 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
2017
Q3 		– Sell
-4,065
Closed -$338K – 422
2017
Q2 		$338K Buy
+4,065
New +$337K 0.09% 291
2013
Q3 		– Sell
-128
Closed -$6K – 129
2013
Q2 		$6K Buy
+128
New +$5.64K ﹤0.01% 93

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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Institute for Wealth Management's WGL Position: Q3 2017 in Review

Institute for Wealth Management sold out of Wgl Holdings (WGL) in Q3 2017, closing a stake of 4,065 shares — an estimated $338K sold.

Institute for Wealth Management first reported a position in WGL in Q2 2013 and held it in 2 quarters. The position peaked at $338K in Q2 2017. 265 funds tracked by Wall St. Rank hold WGL as of Q3 2017.

  • Institute for Wealth Management reported no remaining Wgl Holdings position as of Q3 2017 after selling out during the quarter.
  • Institute for Wealth Management sold 4,065 Wgl Holdings shares in Q3 2017, an estimated $338K.
  • Institute for Wealth Management first reported a position in Wgl Holdings in Q2 2013 and held it in 2 quarters.
  • Institute for Wealth Management's Wgl Holdings position peaked at $338K in Q2 2017.
  • 265 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2017.

Based on Institute for Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.