JP Morgan Private Wealth Advisors’s Wgl Holdings WGL Stock Holding History

JP Morgan Private Wealth 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
2018 Q3	–	Sell	-4,500	Closed	-$400K	–	1641
2018 Q2	$400K	Sell	4,500 -400	-8%	-$34.8K	﹤0.01%	1091
2018 Q1	$409K	Buy	4,900 +800	+20%	+$67.2K	﹤0.01%	939
2017 Q4	$352K	Hold	4,100	–	–	﹤0.01%	990
2017 Q3	$346K	Hold	4,100	–	–	﹤0.01%	977
2017 Q2	$342K	Sell	4,100 -635	-13%	-$52.6K	﹤0.01%	966
2017 Q1	$391K	Sell	4,735 -5	-0.1%	-$407	﹤0.01%	959
2016 Q4	$362K	Buy	4,740 +989	+26%	+$66.6K	﹤0.01%	921
2016 Q3	$235K	Buy	3,751 +189	+5%	+$12.6K	﹤0.01%	1084
2016 Q2	$252K	Buy	+3,562	New	+$241K	﹤0.01%	1055

Other funds holding WGL

GAM

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

JP Morgan Private Wealth Advisors's WGL Position: Q3 2018 in Review

JP Morgan Private Wealth Advisors sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 4,500 shares — an estimated $400K sold.

JP Morgan Private Wealth Advisors first reported a position in WGL in Q2 2016 and held it in 9 quarters. The position peaked at $409K in Q1 2018. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

JP Morgan Private Wealth Advisors reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 4,500 Wgl Holdings shares in Q3 2018, an estimated $400K.
JP Morgan Private Wealth Advisors first reported a position in Wgl Holdings in Q2 2016 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's Wgl Holdings position peaked at $409K in Q1 2018.
2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.