Ladenburg Thalmann Financial Services’s Wgl Holdings WGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-7,786
| Closed | -$653K | – | 5499 |
|
|
2018
Q2 | $653K | Hold |
7,786
| – | – | 0.01% | 1361 |
|
|
2018
Q1 | $653K | Sell |
7,786
-95
| -1% | -$7.98K | 0.01% | 1361 |
|
|
2017
Q4 | $677K | Buy |
7,881
+1,616
| +26% | +$138K | 0.01% | 1320 |
|
|
2017
Q3 | $529K | Buy |
6,265
+3,178
| +103% | +$268K | 0.01% | 1429 |
|
|
2017
Q2 | $257K | Sell |
3,087
-1,159
| -27% | -$96.1K | ﹤0.01% | 1841 |
|
|
2017
Q1 | $351K | Buy |
4,246
+356
| +9% | +$29K | ﹤0.01% | 1531 |
|
|
2016
Q4 | $295K | Buy |
3,890
+128
| +3% | +$8.62K | ﹤0.01% | 1570 |
|
|
2016
Q3 | $235K | Sell |
3,762
-51
| -1% | -$3.39K | ﹤0.01% | 1652 |
|
|
2016
Q2 | $270K | Sell |
3,813
-251
| -6% | -$17K | ﹤0.01% | 1483 |
|
|
2016
Q1 | $294K | Buy |
4,064
+501
| +14% | +$33.5K | 0.01% | 1362 |
|
|
2015
Q4 | $225K | Buy |
3,563
+436
| +14% | +$26.6K | ﹤0.01% | 1502 |
|
|
2015
Q3 | $179K | Hold |
3,127
| – | – | ﹤0.01% | 1554 |
|
|
2015
Q2 | $170K | Buy |
3,127
+1,044
| +50% | +$58.4K | ﹤0.01% | 1723 |
|
|
2015
Q1 | $118K | Buy |
2,083
+2,055
| +7,339% | +$113K | ﹤0.01% | 1972 |
|
|
2014
Q4 | $2K | Buy |
28
+3
| +12% | +$145 | ﹤0.01% | 4121 |
|
|
2014
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 3857 |
|
|
2014
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 3826 |
|
Other funds holding WGL
Ladenburg Thalmann Financial Services's WGL Position: Q3 2018 in Review
Ladenburg Thalmann Financial Services sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 7,786 shares — an estimated $653K sold.
Ladenburg Thalmann Financial Services first reported a position in WGL in Q2 2014 and held it in 17 quarters. The position peaked at $677K in Q4 2017. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.
- Ladenburg Thalmann Financial Services reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
- Ladenburg Thalmann Financial Services sold 7,786 Wgl Holdings shares in Q3 2018, an estimated $653K.
- Ladenburg Thalmann Financial Services first reported a position in Wgl Holdings in Q2 2014 and held it in 17 quarters.
- Ladenburg Thalmann Financial Services's Wgl Holdings position peaked at $677K in Q4 2017.
- 2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.
Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2018, filed 14 Nov 2018.