Summit Trail Advisors’s Wgl Holdings WGL Stock Holding History

Summit Trail 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
2018 Q3	–	Sell	-3,706	Closed	-$329K	–	518
2018 Q2	$329K	Buy	+3,706	New	+$323K	0.12%	101
2018 Q1	–	Sell	-2,053	Closed	-$175K	–	2081
2017 Q4	$175K	Buy	+2,053	New	+$175K	0.02%	472

Other funds holding WGL

GAM

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

Summit Trail Advisors's WGL Position: Q3 2018 in Review

Summit Trail Advisors sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 3,706 shares — an estimated $329K sold.

Summit Trail Advisors first reported a position in WGL in Q4 2017 and held it in 2 quarters. The position peaked at $329K in Q2 2018. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

Summit Trail Advisors reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
Summit Trail Advisors sold 3,706 Wgl Holdings shares in Q3 2018, an estimated $329K.
Summit Trail Advisors first reported a position in Wgl Holdings in Q4 2017 and held it in 2 quarters.
Summit Trail Advisors's Wgl Holdings position peaked at $329K in Q2 2018.
2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

Based on Summit Trail Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.