Perigon Wealth Management’s Wgl Holdings WGL Stock Holding History

Perigon Wealth Management’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
2017 Q4	–	Sell	-1,000	Closed	-$84K	–	696
2017 Q3	$84K	Hold	1,000	–	–	0.03%	277
2017 Q2	$83K	Hold	1,000	–	–	0.02%	321
2017 Q1	$83K	Hold	1,000	–	–	0.02%	322
2016 Q4	$84K	Hold	1,000	–	–	0.02%	301
2016 Q3	$63K	Hold	1,000	–	–	0.02%	285
2016 Q2	$71K	Hold	1,000	–	–	0.02%	256
2016 Q1	$72K	Buy	+1,000	New	+$66.9K	0.02%	181

Other funds holding WGL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Perigon Wealth Management's WGL Position: Q4 2017 in Review

Perigon Wealth Management sold out of Wgl Holdings (WGL) in Q4 2017, closing a stake of 1,000 shares — an estimated $84K sold.

Perigon Wealth Management first reported a position in WGL in Q1 2016 and held it in 7 quarters. The position peaked at $84K in Q3 2017. 277 funds tracked by Wall St. Rank hold WGL as of Q4 2017.

Perigon Wealth Management reported no remaining Wgl Holdings position as of Q4 2017 after selling out during the quarter.
Perigon Wealth Management sold 1,000 Wgl Holdings shares in Q4 2017, an estimated $84K.
Perigon Wealth Management first reported a position in Wgl Holdings in Q1 2016 and held it in 7 quarters.
Perigon Wealth Management's Wgl Holdings position peaked at $84K in Q3 2017.
277 funds tracked by Wall St. Rank held Wgl Holdings as of Q4 2017.

Based on Perigon Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.