KCM
WGL

Kennedy Capital Management’s Wgl Holdings WGL Stock Holding History

Kennedy Capital 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
Q4 		– Sell
-140,943
Closed -$11.9M – 800
2017
Q3 		$11.9M Sell
140,943
-2,781
-2% -$235K 0.21% 141
2017
Q2 		$12M Sell
143,724
-4,460
-3% -$370K 0.23% 131
2017
Q1 		$12.2M Buy
148,184
+41,019
+38% +$3.34M 0.21% 152
2016
Q4 		$8.18M Buy
107,165
+82,250
+330% +$5.54M 0.14% 243
2016
Q3 		$1.56M Buy
+24,915
New +$1.66M 0.03% 615
2016
Q2 		– Sell
-50,620
Closed -$3.66M – 769
2016
Q1 		$3.66M Buy
50,620
+14,593
+41% +$976K 0.07% 444
2015
Q4 		$2.27M Buy
36,027
+9,927
+38% +$606K 0.05% 555
2015
Q3 		$1.5M Buy
+26,100
New +$1.44M 0.03% 620
2013
Q4 		– Sell
-26,168
Closed -$1.12M – 807
2013
Q3 		$1.12M Sell
26,168
-15,000
-36% -$652K 0.02% 625
2013
Q2 		$1.78M Buy
+41,168
New +$1.81M 0.04% 550

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kennedy Capital Management's WGL Position: Q4 2017 in Review

Kennedy Capital Management sold out of Wgl Holdings (WGL) in Q4 2017, closing a stake of 140,943 shares — an estimated $11.9M sold.

Kennedy Capital Management first reported a position in WGL in Q2 2013 and held it in 10 quarters. The position peaked at $12.2M in Q1 2017. 277 funds tracked by Wall St. Rank hold WGL as of Q4 2017.

  • Kennedy Capital Management reported no remaining Wgl Holdings position as of Q4 2017 after selling out during the quarter.
  • Kennedy Capital Management sold 140,943 Wgl Holdings shares in Q4 2017, an estimated $11.9M.
  • Kennedy Capital Management first reported a position in Wgl Holdings in Q2 2013 and held it in 10 quarters.
  • Kennedy Capital Management's Wgl Holdings position peaked at $12.2M in Q1 2017.
  • 277 funds tracked by Wall St. Rank held Wgl Holdings as of Q4 2017.

Based on Kennedy Capital Management's 13F filing for Q4 2017, filed 13 Feb 2018.