LPL Financial’s Wgl Holdings WGL Stock Holding History

LPL Financial’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	-10,044	Closed	-$891K	–	3374
2018 Q2	$891K	Buy	10,044 +82	+0.8%	+$7.14K	﹤0.01%	1699
2018 Q1	$833K	Buy	9,962 +388	+4%	+$32.6K	﹤0.01%	1749
2017 Q4	$822K	Buy	9,574 +1,541	+19%	+$131K	﹤0.01%	1678
2017 Q3	$676K	Buy	8,033 +1,455	+22%	+$123K	﹤0.01%	1713
2017 Q2	$549K	Buy	6,578 +1,886	+40%	+$156K	﹤0.01%	1818
2017 Q1	$387K	Buy	4,692 +627	+15%	+$51K	﹤0.01%	2016
2016 Q4	$308K	Buy	+4,065	New	+$274K	﹤0.01%	2156
2016 Q3	–	Sell	-3,162	Closed	-$226K	–	2778
2016 Q2	$226K	Sell	3,162 -640	-17%	-$43.4K	﹤0.01%	2305
2016 Q1	$264K	Sell	3,802 -130	-3%	-$8.7K	﹤0.01%	2616
2015 Q4	$245K	Buy	+3,932	New	+$240K	﹤0.01%	2687
2014 Q4	–	Sell	-10,626	Closed	-$451K	–	2832
2014 Q3	$451K	Sell	10,626 -505	-5%	-$21.1K	﹤0.01%	1878
2014 Q2	$480K	Buy	+11,131	New	+$448K	﹤0.01%	1832

Other funds holding WGL

GAM

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

LPL Financial's WGL Position: Q3 2018 in Review

LPL Financial sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 10,044 shares — an estimated $891K sold.

LPL Financial first reported a position in WGL in Q2 2014 and held it in 12 quarters. The position peaked at $891K in Q2 2018. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

LPL Financial reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
LPL Financial sold 10,044 Wgl Holdings shares in Q3 2018, an estimated $891K.
LPL Financial first reported a position in Wgl Holdings in Q2 2014 and held it in 12 quarters.
LPL Financial's Wgl Holdings position peaked at $891K in Q2 2018.
2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

Based on LPL Financial's 13F filing for Q3 2018, filed 14 Nov 2018.