Northwestern Mutual Wealth Management’s Wgl Holdings WGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-107
| Closed | -$9K | – | 2766 |
|
|
2018
Q2 | $9K | Sell |
107
-78
| -42% | -$6.79K | ﹤0.01% | 1877 |
|
|
2018
Q1 | $15K | Hold |
185
| – | – | ﹤0.01% | 1633 |
|
|
2017
Q4 | $16K | Sell |
185
-51
| -22% | -$4.35K | ﹤0.01% | 1584 |
|
|
2017
Q3 | $20K | Buy |
236
+129
| +121% | +$10.9K | ﹤0.01% | 1475 |
|
|
2017
Q2 | $9K | Hold |
107
| – | – | ﹤0.01% | 1641 |
|
|
2017
Q1 | $9K | Hold |
107
| – | – | ﹤0.01% | 1594 |
|
|
2016
Q4 | $8K | Buy |
+107
| New | +$7.2K | ﹤0.01% | 1712 |
|
|
2016
Q3 | – | Sell |
-107
| Closed | -$8K | – | 1857 |
|
|
2016
Q2 | $8K | Hold |
107
| – | – | ﹤0.01% | 1460 |
|
|
2016
Q1 | $8K | Buy |
+107
| New | +$7.16K | ﹤0.01% | 1528 |
|
|
2015
Q4 | – | Sell |
-2,700
| Closed | -$156K | – | 1972 |
|
|
2015
Q3 | $156K | Buy |
+2,700
| New | +$148K | ﹤0.01% | 518 |
|
|
2015
Q2 | – | Sell |
-2,700
| Closed | -$152K | – | 1731 |
|
|
2015
Q1 | $152K | Buy |
+2,700
| New | +$148K | ﹤0.01% | 471 |
|
|
2014
Q1 | – | Sell |
-133
| Closed | -$5K | – | 1534 |
|
|
2013
Q4 | $5K | Buy |
133
+1
| +0.8% | +$42 | ﹤0.01% | 1077 |
|
|
2013
Q3 | $6K | Buy |
+132
| New | +$5.74K | ﹤0.01% | 994 |
|
Other funds holding WGL
Northwestern Mutual Wealth Management's WGL Position: Q3 2018 in Review
Northwestern Mutual Wealth Management sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 107 shares — an estimated $9K sold.
Northwestern Mutual Wealth Management first reported a position in WGL in Q3 2013 and held it in 13 quarters. The position peaked at $156K in Q3 2015. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.
- Northwestern Mutual Wealth Management reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
- Northwestern Mutual Wealth Management sold 107 Wgl Holdings shares in Q3 2018, an estimated $9K.
- Northwestern Mutual Wealth Management first reported a position in Wgl Holdings in Q3 2013 and held it in 13 quarters.
- Northwestern Mutual Wealth Management's Wgl Holdings position peaked at $156K in Q3 2015.
- 2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.
Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2018, filed 1 Nov 2018.