Steward Partners Investment Advisory’s Wgl Holdings WGL Stock Holding History

Steward Partners Investment Advisory’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	-3,718	Closed	-$330K	–	2805
2018 Q2	$330K	Buy	3,718 +27	+0.7%	+$2.35K	0.02%	546
2018 Q1	$308K	Buy	3,691 +103	+3%	+$8.65K	0.02%	527
2017 Q4	$308K	Sell	3,588 -118	-3%	-$10.1K	0.02%	445
2017 Q3	$312K	Buy	3,706 +2	+0.1%	+$169	0.03%	370
2017 Q2	$309K	Sell	3,704 -148	-4%	-$12.3K	0.03%	342
2017 Q1	$317K	Buy	+3,852	New	+$313K	0.05%	264

Other funds holding WGL

GAM

Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

Steward Partners Investment Advisory's WGL Position: Q3 2018 in Review

Steward Partners Investment Advisory sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 3,718 shares — an estimated $330K sold.

Steward Partners Investment Advisory first reported a position in WGL in Q1 2017 and held it in 6 quarters. The position peaked at $330K in Q2 2018. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

Steward Partners Investment Advisory reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 3,718 Wgl Holdings shares in Q3 2018, an estimated $330K.
Steward Partners Investment Advisory first reported a position in Wgl Holdings in Q1 2017 and held it in 6 quarters.
Steward Partners Investment Advisory's Wgl Holdings position peaked at $330K in Q2 2018.
2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2018, filed 23 Oct 2018.