Northstar Wealth Partners’s Wgl Holdings WGL Stock Holding History

Northstar Wealth Partners’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	-6,282	Closed	-$557K	–	196
2018 Q2	$557K	Buy	6,282 +38	+0.6%	+$3.31K	0.28%	104
2018 Q1	$522K	Buy	+6,244	New	+$525K	0.27%	103

Other funds holding WGL

GAM

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

Northstar Wealth Partners's WGL Position: Q3 2018 in Review

Northstar Wealth Partners sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 6,282 shares — an estimated $557K sold.

Northstar Wealth Partners first reported a position in WGL in Q1 2018 and held it in 2 quarters. The position peaked at $557K in Q2 2018. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

Northstar Wealth Partners reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
Northstar Wealth Partners sold 6,282 Wgl Holdings shares in Q3 2018, an estimated $557K.
Northstar Wealth Partners first reported a position in Wgl Holdings in Q1 2018 and held it in 2 quarters.
Northstar Wealth Partners's Wgl Holdings position peaked at $557K in Q2 2018.
2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

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