Ritholtz Wealth Management’s Wgl Holdings WGL Stock Holding History

Ritholtz 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
2018 Q3	–	Sell	-5,000	Closed	-$444K	–	121
2018 Q2	$444K	Hold	5,000	–	–	0.12%	65
2018 Q1	$418K	Hold	5,000	–	–	0.12%	63
2017 Q4	$429K	Hold	5,000	–	–	0.13%	71
2017 Q3	$421K	Hold	5,000	–	–	0.16%	46
2017 Q2	$417K	Buy	+5,000	New	+$414K	0.18%	45
2016 Q4	$381K	Buy	+5,000	New	+$337K	0.2%	53

Other funds holding WGL

GAM

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

Ritholtz Wealth Management's WGL Position: Q3 2018 in Review

Ritholtz Wealth Management sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 5,000 shares — an estimated $444K sold.

Ritholtz Wealth Management first reported a position in WGL in Q4 2016 and held it in 6 quarters. The position peaked at $444K in Q2 2018. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

Ritholtz Wealth Management reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
Ritholtz Wealth Management sold 5,000 Wgl Holdings shares in Q3 2018, an estimated $444K.
Ritholtz Wealth Management first reported a position in Wgl Holdings in Q4 2016 and held it in 6 quarters.
Ritholtz Wealth Management's Wgl Holdings position peaked at $444K in Q2 2018.
2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

Based on Ritholtz Wealth Management's 13F filing for Q3 2018, filed 12 Oct 2018.