SHJ
WGL

Sharkey, Howes & Javer’s Wgl Holdings WGL Stock Holding History

Sharkey, Howes & Javer’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
2015
Q3 		– Sell
-745
Closed -$40K – 238
2015
Q2 		$40K Buy
+745
New +$41.7K 0.03% 98

Other funds holding WGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sharkey, Howes & Javer's WGL Position: Q3 2015 in Review

Sharkey, Howes & Javer sold out of Wgl Holdings (WGL) in Q3 2015, closing a stake of 745 shares — an estimated $40K sold.

Sharkey, Howes & Javer first reported a position in WGL in Q2 2015 and held it in 1 quarter. The position peaked at $40K in Q2 2015. 252 funds tracked by Wall St. Rank hold WGL as of Q3 2015.

  • Sharkey, Howes & Javer reported no remaining Wgl Holdings position as of Q3 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 745 Wgl Holdings shares in Q3 2015, an estimated $40K.
  • Sharkey, Howes & Javer first reported a position in Wgl Holdings in Q2 2015 and held it in 1 quarter.
  • Sharkey, Howes & Javer's Wgl Holdings position peaked at $40K in Q2 2015.
  • 252 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2015, filed 5 Nov 2015.