SWP
WGL

Stratos Wealth Partners’s Wgl Holdings WGL Stock Holding History

Stratos Wealth Partners’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
-4,317
Closed -$383K – 3099
2018
Q2 		$383K Buy
4,317
+2
+0% +$174 0.02% 652
2018
Q1 		$361K Buy
4,315
+1
+0% +$84 0.02% 660
2017
Q4 		$370K Buy
4,314
+2
+0% +$171 0.02% 625
2017
Q3 		$363K Buy
4,312
+38
+0.9% +$3.21K 0.02% 605
2017
Q2 		$357K Buy
4,274
+12
+0.3% +$995 0.02% 577
2017
Q1 		$352K Buy
4,262
+350
+9% +$28.5K 0.02% 524
2016
Q4 		$298K Buy
3,912
+13
+0.3% +$875 0.02% 519
2016
Q3 		$244K Sell
3,899
-158
-4% -$10.5K 0.02% 553
2016
Q2 		$287K Buy
+4,057
New +$275K 0.02% 464

Other funds holding WGL

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

Stratos Wealth Partners's WGL Position: Q3 2018 in Review

Stratos Wealth Partners sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 4,317 shares — an estimated $383K sold.

Stratos Wealth Partners first reported a position in WGL in Q2 2016 and held it in 9 quarters. The position peaked at $383K in Q2 2018. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

  • Stratos Wealth Partners reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 4,317 Wgl Holdings shares in Q3 2018, an estimated $383K.
  • Stratos Wealth Partners first reported a position in Wgl Holdings in Q2 2016 and held it in 9 quarters.
  • Stratos Wealth Partners's Wgl Holdings position peaked at $383K in Q2 2018.
  • 2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

Based on Stratos Wealth Partners's 13F filing for Q3 2018, filed 2 Nov 2018.