Mosaic Family Wealth’s Wgl Holdings WGL Stock Holding History

Mosaic Family Wealth’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	-604	Closed	-$54K	–	709
2018 Q2	$54K	Hold	604	–	–	0.02%	300
2018 Q1	$51K	Hold	604	–	–	0.02%	306
2017 Q4	$52K	Hold	604	–	–	0.02%	319
2017 Q3	$51K	Buy	604 +400	+196%	+$33.8K	0.02%	337
2017 Q2	$17K	Hold	204	–	–	0.01%	458
2017 Q1	$17K	Hold	204	–	–	0.01%	460
2016 Q4	$16K	Hold	204	–	–	0.01%	461
2016 Q3	$13K	Hold	204	–	–	0.01%	493
2016 Q2	$15K	Hold	204	–	–	0.01%	481
2016 Q1	$14K	Hold	204	–	–	0.01%	486
2015 Q4	$12K	Buy	+204	New	+$12.4K	0.01%	510

Other funds holding WGL

GAM

Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

Mosaic Family Wealth's WGL Position: Q3 2018 in Review

Mosaic Family Wealth sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 604 shares — an estimated $54K sold.

Mosaic Family Wealth first reported a position in WGL in Q4 2015 and held it in 11 quarters. The position peaked at $54K in Q2 2018. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

Mosaic Family Wealth reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
Mosaic Family Wealth sold 604 Wgl Holdings shares in Q3 2018, an estimated $54K.
Mosaic Family Wealth first reported a position in Wgl Holdings in Q4 2015 and held it in 11 quarters.
Mosaic Family Wealth's Wgl Holdings position peaked at $54K in Q2 2018.
2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

Based on Mosaic Family Wealth's 13F filing for Q3 2018, filed 14 Nov 2018.