SHWM
GAS

Smith & Howard Wealth Management’s AGL Resources Inc GAS Stock Holding History

Smith & Howard Wealth Management’s Portfolio GAS Stock Details GAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-500
Closed -$24K – 252
2013
Q4 		$24K Hold
500
– – 0.01% 153
2013
Q3 		$23K Hold
500
– – 0.01% 148
2013
Q2 		$21K Buy
+500
New +$21.5K 0.01% 131

Other funds holding GAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Smith & Howard Wealth Management's GAS Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of AGL Resources Inc (GAS) in Q1 2014, closing a stake of 500 shares — an estimated $24K sold.

Smith & Howard Wealth Management first reported a position in GAS in Q2 2013 and held it in 3 quarters. The position peaked at $24K in Q4 2013. 409 funds tracked by Wall St. Rank hold GAS as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining AGL Resources Inc position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 500 AGL Resources Inc shares in Q1 2014, an estimated $24K.
  • Smith & Howard Wealth Management first reported a position in AGL Resources Inc in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's AGL Resources Inc position peaked at $24K in Q4 2013.
  • 409 funds tracked by Wall St. Rank held AGL Resources Inc as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.