MassMutual Private Wealth & Trust’s Wgl Holdings WGL Stock Holding History

MassMutual Private Wealth & Trust’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	-100	Closed	-$8.42K	–	994
2017 Q3	$8.42K	Hold	100	–	–	﹤0.01%	792
2017 Q2	$8.34K	Hold	100	–	–	﹤0.01%	768
2017 Q1	$8.25K	Hold	100	–	–	﹤0.01%	743
2016 Q4	$7.63K	Buy	+100	New	+$6.73K	﹤0.01%	498
2016 Q2	$7.08K	Sell	100 -100	-50%	-$6.77K	﹤0.01%	538
2016 Q1	$14.5K	Hold	200	–	–	﹤0.01%	487
2015 Q4	$12.6K	Hold	200	–	–	﹤0.01%	457
2015 Q3	$8.42K	Buy	+200	New	+$11K	﹤0.01%	551
2015 Q2	–	Sell	-200	Closed	-$11.3K	–	854
2015 Q1	$11.3K	Hold	200	–	–	﹤0.01%	482
2014 Q4	$10.9K	Hold	200	–	–	﹤0.01%	402
2014 Q3	$8.42K	Buy	+200	New	+$8.37K	﹤0.01%	542

Other funds holding WGL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MassMutual Private Wealth & Trust's WGL Position: Q4 2017 in Review

MassMutual Private Wealth & Trust sold out of Wgl Holdings (WGL) in Q4 2017, closing a stake of 100 shares — an estimated $8.42K sold.

MassMutual Private Wealth & Trust first reported a position in WGL in Q3 2014 and held it in 11 quarters. The position peaked at $14.5K in Q1 2016. 277 funds tracked by Wall St. Rank hold WGL as of Q4 2017.

MassMutual Private Wealth & Trust reported no remaining Wgl Holdings position as of Q4 2017 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 100 Wgl Holdings shares in Q4 2017, an estimated $8.42K.
MassMutual Private Wealth & Trust first reported a position in Wgl Holdings in Q3 2014 and held it in 11 quarters.
MassMutual Private Wealth & Trust's Wgl Holdings position peaked at $14.5K in Q1 2016.
277 funds tracked by Wall St. Rank held Wgl Holdings as of Q4 2017.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2017, filed 21 Feb 2018.