SFWA
WGL

Summit Financial Wealth Advisors’s Wgl Holdings WGL Stock Holding History

Summit Financial Wealth Advisors’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
Q1 		– Sell
-1,200
Closed -$66K – 260
2014
Q4 		$66K Buy
+1,200
New +$58.2K 0.05% 106

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 $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit Financial Wealth Advisors's WGL Position: Q1 2015 in Review

Summit Financial Wealth Advisors sold out of Wgl Holdings (WGL) in Q1 2015, closing a stake of 1,200 shares — an estimated $66K sold.

Summit Financial Wealth Advisors first reported a position in WGL in Q4 2014 and held it in 1 quarter. The position peaked at $66K in Q4 2014. 243 funds tracked by Wall St. Rank hold WGL as of Q1 2015.

  • Summit Financial Wealth Advisors reported no remaining Wgl Holdings position as of Q1 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,200 Wgl Holdings shares in Q1 2015, an estimated $66K.
  • Summit Financial Wealth Advisors first reported a position in Wgl Holdings in Q4 2014 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Wgl Holdings position peaked at $66K in Q4 2014.
  • 243 funds tracked by Wall St. Rank held Wgl Holdings as of Q1 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.