KFP
GAS

Keystone Financial Planning’s AGL Resources Inc GAS Stock Holding History

Keystone Financial Planning’s Portfolio GAS Stock Details GAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-68,848
Closed -$3.75M – 48
2014
Q4 		$3.75M Buy
68,848
+110
+0.2% +$5.81K 2.77% 21
2014
Q3 		$3.53M Buy
68,738
+101
+0.1% +$5.33K 2.66% 21
2014
Q2 		$3.78M Buy
68,637
+76
+0.1% +$4K 2.84% 22
2014
Q1 		$3.36M Buy
68,561
+52,433
+325% +$2.47M 2.6% 22
2013
Q4 		$762K Buy
+16,128
New +$751K 0.61% 35

Other funds holding GAS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Keystone Financial Planning's GAS Position: Q1 2015 in Review

Keystone Financial Planning sold out of AGL Resources Inc (GAS) in Q1 2015, closing a stake of 68,848 shares — an estimated $3.75M sold.

Keystone Financial Planning first reported a position in GAS in Q4 2013 and held it in 5 quarters. The position peaked at $3.78M in Q2 2014. 426 funds tracked by Wall St. Rank hold GAS as of Q1 2015.

  • Keystone Financial Planning reported no remaining AGL Resources Inc position as of Q1 2015 after selling out during the quarter.
  • Keystone Financial Planning sold 68,848 AGL Resources Inc shares in Q1 2015, an estimated $3.75M.
  • Keystone Financial Planning first reported a position in AGL Resources Inc in Q4 2013 and held it in 5 quarters.
  • Keystone Financial Planning's AGL Resources Inc position peaked at $3.78M in Q2 2014.
  • 426 funds tracked by Wall St. Rank held AGL Resources Inc as of Q1 2015.

Based on Keystone Financial Planning's 13F filing for Q1 2015, filed 23 Apr 2015.