Omnia Family Wealth’s Wgl Holdings WGL Stock Holding History

Omnia 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	-351	Closed	-$31K	–	601
2018 Q2	$31K	Buy	351 +310	+756%	+$27K	0.01%	183
2018 Q1	$3K	Buy	+41	New	+$3.44K	﹤0.01%	401

Other funds holding WGL

GAM

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

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

Omnia Family Wealth sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 351 shares — an estimated $31K sold.

Omnia Family Wealth first reported a position in WGL in Q1 2018 and held it in 2 quarters. The position peaked at $31K in Q2 2018. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

Omnia Family Wealth reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
Omnia Family Wealth sold 351 Wgl Holdings shares in Q3 2018, an estimated $31K.
Omnia Family Wealth first reported a position in Wgl Holdings in Q1 2018 and held it in 2 quarters.
Omnia Family Wealth's Wgl Holdings position peaked at $31K in Q2 2018.
2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

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