JFA
WGL

JNBA Financial Advisors’s Wgl Holdings WGL Stock Holding History

JNBA Financial 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
2016
Q4 		– Sell
-137
Closed -$9K – 1606
2016
Q3 		$9K Buy
+137
New +$9.12K ﹤0.01% 1074

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

JNBA Financial Advisors's WGL Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Wgl Holdings (WGL) in Q4 2016, closing a stake of 137 shares — an estimated $9K sold.

JNBA Financial Advisors first reported a position in WGL in Q3 2016 and held it in 1 quarter. The position peaked at $9K in Q3 2016. 268 funds tracked by Wall St. Rank hold WGL as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Wgl Holdings position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 137 Wgl Holdings shares in Q4 2016, an estimated $9K.
  • JNBA Financial Advisors first reported a position in Wgl Holdings in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Wgl Holdings position peaked at $9K in Q3 2016.
  • 268 funds tracked by Wall St. Rank held Wgl Holdings as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.