JEW
WGL

Jamison Eaton & Wood’s Wgl Holdings WGL Stock Holding History

Jamison Eaton & Wood’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
2013
Q4 		– Sell
-300
Closed -$13K – 229
2013
Q3 		$13K Buy
+300
New +$13K ﹤0.01% 222

Other funds holding WGL

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Jamison Eaton & Wood's WGL Position: Q4 2013 in Review

Jamison Eaton & Wood sold out of Wgl Holdings (WGL) in Q4 2013, closing a stake of 300 shares — an estimated $13K sold.

Jamison Eaton & Wood first reported a position in WGL in Q3 2013 and held it in 1 quarter. The position peaked at $13K in Q3 2013. 206 funds tracked by Wall St. Rank hold WGL as of Q4 2013.

  • Jamison Eaton & Wood reported no remaining Wgl Holdings position as of Q4 2013 after selling out during the quarter.
  • Jamison Eaton & Wood sold 300 Wgl Holdings shares in Q4 2013, an estimated $13K.
  • Jamison Eaton & Wood first reported a position in Wgl Holdings in Q3 2013 and held it in 1 quarter.
  • Jamison Eaton & Wood's Wgl Holdings position peaked at $13K in Q3 2013.
  • 206 funds tracked by Wall St. Rank held Wgl Holdings as of Q4 2013.

Based on Jamison Eaton & Wood's 13F filing for Q4 2013, filed 11 Feb 2014.