SFM
WGL

Systematic Financial Management’s Wgl Holdings WGL Stock Holding History

Systematic Financial Management’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
2014
Q4 		– Sell
-54,015
Closed -$2.27M – 747
2014
Q3 		$2.27M Buy
54,015
+8,725
+19% +$365K 0.02% 450
2014
Q2 		$1.95M Buy
+45,290
New +$1.82M 0.01% 473
2013
Q4 		– Sell
-33,000
Closed -$1.41M – 722
2013
Q3 		$1.41M Sell
33,000
-1,030
-3% -$44.8K 0.01% 560
2013
Q2 		$1.47M Buy
+34,030
New +$1.5M 0.01% 457

Other funds holding WGL

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Systematic Financial Management's WGL Position: Q4 2014 in Review

Systematic Financial Management sold out of Wgl Holdings (WGL) in Q4 2014, closing a stake of 54,015 shares — an estimated $2.27M sold.

Systematic Financial Management first reported a position in WGL in Q2 2013 and held it in 4 quarters. The position peaked at $2.27M in Q3 2014. 242 funds tracked by Wall St. Rank hold WGL as of Q4 2014.

  • Systematic Financial Management reported no remaining Wgl Holdings position as of Q4 2014 after selling out during the quarter.
  • Systematic Financial Management sold 54,015 Wgl Holdings shares in Q4 2014, an estimated $2.27M.
  • Systematic Financial Management first reported a position in Wgl Holdings in Q2 2013 and held it in 4 quarters.
  • Systematic Financial Management's Wgl Holdings position peaked at $2.27M in Q3 2014.
  • 242 funds tracked by Wall St. Rank held Wgl Holdings as of Q4 2014.

Based on Systematic Financial Management's 13F filing for Q4 2014, filed 10 Feb 2015.