Ropes Wealth Advisors’s Wgl Holdings WGL Stock Holding History

Ropes Wealth Advisors’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	-4,031	Closed	-$358K	–	606
2018 Q2	$358K	Hold	4,031	–	–	0.1%	175
2018 Q1	$337K	Sell	4,031 -100	-2%	-$8.4K	0.09%	177
2017 Q4	$355K	Hold	4,131	–	–	0.09%	171
2017 Q3	$348K	Hold	4,131	–	–	0.09%	171
2017 Q2	$345K	Hold	4,131	–	–	0.1%	168
2017 Q1	$341K	Hold	4,131	–	–	0.1%	171
2016 Q4	$315K	Hold	4,131	–	–	0.1%	166
2016 Q3	$259K	Hold	4,131	–	–	0.09%	176
2016 Q2	$292K	Hold	4,131	–	–	0.1%	156
2016 Q1	$299K	Hold	4,131	–	–	0.13%	120
2015 Q4	$260K	Hold	4,131	–	–	0.11%	138
2015 Q3	$238K	Hold	4,131	–	–	0.12%	120
2015 Q2	$224K	Hold	4,131	–	–	0.12%	117
2015 Q1	$233K	Buy	+4,131	New	+$227K	0.12%	118

Other funds holding WGL

GAM

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

Ropes Wealth Advisors's WGL Position: Q3 2018 in Review

Ropes Wealth Advisors sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 4,031 shares — an estimated $358K sold.

Ropes Wealth Advisors first reported a position in WGL in Q1 2015 and held it in 14 quarters. The position peaked at $358K in Q2 2018. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

Ropes Wealth Advisors reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 4,031 Wgl Holdings shares in Q3 2018, an estimated $358K.
Ropes Wealth Advisors first reported a position in Wgl Holdings in Q1 2015 and held it in 14 quarters.
Ropes Wealth Advisors's Wgl Holdings position peaked at $358K in Q2 2018.
2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

Based on Ropes Wealth Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.