MI
WGL

Montage Investments’s Wgl Holdings WGL Stock Holding History

Montage Investments’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
2016
Q3 		$663K Buy
10,581
+6,836
+183% +$455K 0.36% 96
2016
Q2 		$265K Buy
3,745
+11
+0.3% +$745 0.19% 140
2016
Q1 		$270K Buy
+3,734
New +$250K 0.19% 144

Other funds holding WGL

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Montage Investments's WGL Position: Q3 2016 in Review

Montage Investments increased its Wgl Holdings (WGL) stake by 183% in Q3 2016, buying an estimated $455K and bringing the position to 10,581 shares worth $663K. The position accounts for 0.36% of the portfolio, ranked #96.

Montage Investments first reported a position in WGL in Q1 2016 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold WGL as of Q3 2016.

  • Montage Investments held 10,581 shares of Wgl Holdings worth $663K as of Q3 2016.
  • Montage Investments bought 6,836 Wgl Holdings shares in Q3 2016, an estimated $455K.
  • Wgl Holdings made up 0.36% of Montage Investments's portfolio in Q3 2016, its #96 holding.
  • Montage Investments first reported a position in Wgl Holdings in Q1 2016 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.