NFG
WGL

Next Financial Group’s Wgl Holdings WGL Stock Holding History

Next Financial Group’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
2015
Q1 		– Sell
-500
Closed -$27K – 2019
2014
Q4 		$27K Hold
500
– – 0.01% 874
2014
Q3 		$21K Buy
+500
New +$20.9K ﹤0.01% 1398

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Next Financial Group's WGL Position: Q1 2015 in Review

Next Financial Group sold out of Wgl Holdings (WGL) in Q1 2015, closing a stake of 500 shares — an estimated $27K sold.

Next Financial Group first reported a position in WGL in Q3 2014 and held it in 2 quarters. The position peaked at $27K in Q4 2014. 243 funds tracked by Wall St. Rank hold WGL as of Q1 2015.

  • Next Financial Group reported no remaining Wgl Holdings position as of Q1 2015 after selling out during the quarter.
  • Next Financial Group sold 500 Wgl Holdings shares in Q1 2015, an estimated $27K.
  • Next Financial Group first reported a position in Wgl Holdings in Q3 2014 and held it in 2 quarters.
  • Next Financial Group's Wgl Holdings position peaked at $27K in Q4 2014.
  • 243 funds tracked by Wall St. Rank held Wgl Holdings as of Q1 2015.

Based on Next Financial Group's 13F filing for Q1 2015, filed 15 Apr 2015.