Stifel Financial’s Wgl Holdings WGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,255
| Closed | -$466K | – | 2881 |
|
|
2018
Q2 | $466K | Sell |
5,255
-1,266
| -19% | -$110K | ﹤0.01% | 2066 |
|
|
2018
Q1 | $545K | Sell |
6,521
-192
| -3% | -$16.1K | ﹤0.01% | 1924 |
|
|
2017
Q4 | $576K | Hold |
6,713
| – | – | ﹤0.01% | 1833 |
|
|
2017
Q3 | $564K | Sell |
6,713
-975
| -13% | -$82.3K | ﹤0.01% | 1810 |
|
|
2017
Q2 | $640K | Buy |
7,688
+1,360
| +21% | +$113K | ﹤0.01% | 1739 |
|
|
2017
Q1 | $523K | Buy |
6,328
+239
| +4% | +$19.4K | ﹤0.01% | 1788 |
|
|
2016
Q4 | $464K | Buy |
+6,089
| New | +$410K | ﹤0.01% | 1820 |
|
|
2016
Q3 | – | Sell |
-9,577
| Closed | -$678K | – | 2567 |
|
|
2016
Q2 | $678K | Sell |
9,577
-7
| -0.1% | -$474 | ﹤0.01% | 1579 |
|
|
2016
Q1 | $694K | Buy |
9,584
+8
| +0.1% | +$535 | ﹤0.01% | 1416 |
|
|
2015
Q4 | $602K | Buy |
9,576
+1,126
| +13% | +$68.7K | ﹤0.01% | 1555 |
|
|
2015
Q3 | $487K | Buy |
8,450
+3,527
| +72% | +$194K | ﹤0.01% | 1573 |
|
|
2015
Q2 | $266K | Buy |
+4,923
| New | +$275K | ﹤0.01% | 2018 |
|
Other funds holding WGL
Stifel Financial's WGL Position: Q3 2018 in Review
Stifel Financial sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 5,255 shares — an estimated $466K sold.
Stifel Financial first reported a position in WGL in Q2 2015 and held it in 12 quarters. The position peaked at $694K in Q1 2016. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.
- Stifel Financial reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
- Stifel Financial sold 5,255 Wgl Holdings shares in Q3 2018, an estimated $466K.
- Stifel Financial first reported a position in Wgl Holdings in Q2 2015 and held it in 12 quarters.
- Stifel Financial's Wgl Holdings position peaked at $694K in Q1 2016.
- 2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.
Based on Stifel Financial's 13F filing for Q3 2018, filed 13 Nov 2018.