Jacobs Levy Equity Management
WGL

Jacobs Levy Equity Management’s Wgl Holdings WGL Stock Holding History

Jacobs Levy Equity 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
2016
Q4 		– Sell
-32,290
Closed -$2.02M – 1117
2016
Q3 		$2.02M Hold
32,290
– – 0.04% 412
2016
Q2 		$2.29M Buy
32,290
+15,730
+95% +$1.07M 0.05% 399
2016
Q1 		$1.2M Buy
+16,560
New +$1.11M 0.03% 531
2014
Q1 		– Sell
-56,192
Closed -$2.25M – 1068
2013
Q4 		$2.25M Sell
56,192
-82,915
-60% -$3.45M 0.03% 409
2013
Q3 		$5.94M Buy
+139,107
New +$6.05M 0.1% 243

Other funds holding WGL

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jacobs Levy Equity Management's WGL Position: Q4 2016 in Review

Jacobs Levy Equity Management sold out of Wgl Holdings (WGL) in Q4 2016, closing a stake of 32,290 shares — an estimated $2.02M sold.

Jacobs Levy Equity Management first reported a position in WGL in Q3 2013 and held it in 5 quarters. The position peaked at $5.94M in Q3 2013. 268 funds tracked by Wall St. Rank hold WGL as of Q4 2016.

  • Jacobs Levy Equity Management reported no remaining Wgl Holdings position as of Q4 2016 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 32,290 Wgl Holdings shares in Q4 2016, an estimated $2.02M.
  • Jacobs Levy Equity Management first reported a position in Wgl Holdings in Q3 2013 and held it in 5 quarters.
  • Jacobs Levy Equity Management's Wgl Holdings position peaked at $5.94M in Q3 2013.
  • 268 funds tracked by Wall St. Rank held Wgl Holdings as of Q4 2016.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2016, filed 14 Feb 2017.