TSWM
WGL

Triangle Securities Wealth Management’s Wgl Holdings WGL Stock Holding History

Triangle Securities Wealth 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
2013
Q3 		– Sell
-1,241
Closed -$54K – 433
2013
Q2 		$54K Buy
+1,241
New +$54.7K 0.04% 244

Other funds holding WGL

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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Triangle Securities Wealth Management's WGL Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Wgl Holdings (WGL) in Q3 2013, closing a stake of 1,241 shares — an estimated $54K sold.

Triangle Securities Wealth Management first reported a position in WGL in Q2 2013 and held it in 1 quarter. The position peaked at $54K in Q2 2013. 222 funds tracked by Wall St. Rank hold WGL as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Wgl Holdings position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 1,241 Wgl Holdings shares in Q3 2013, an estimated $54K.
  • Triangle Securities Wealth Management first reported a position in Wgl Holdings in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Wgl Holdings position peaked at $54K in Q2 2013.
  • 222 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.