UCFA
WGL

United Capital Financial Advisors’s Wgl Holdings WGL Stock Holding History

United Capital Financial 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
-5,585
Closed -$496K – 1394
2018
Q2 		$496K Sell
5,585
-1,300
-19% -$113K ﹤0.01% 946
2018
Q1 		$576K Buy
6,885
+203
+3% +$17.1K ﹤0.01% 927
2017
Q4 		$575K Hold
6,682
– – ﹤0.01% 924
2017
Q3 		$563K Hold
6,682
– – ﹤0.01% 924
2017
Q2 		$557K Hold
6,682
– – 0.01% 900
2017
Q1 		$551K Buy
6,682
+642
+11% +$52.2K 0.01% 893
2016
Q4 		$461K Hold
6,040
– – ﹤0.01% 955
2016
Q3 		$379K Sell
6,040
-400
-6% -$26.6K ﹤0.01% 1021
2016
Q2 		$457K Buy
6,440
+1,806
+39% +$122K ﹤0.01% 938
2016
Q1 		$335K Hold
4,634
– – ﹤0.01% 980
2015
Q4 		$292K Buy
4,634
+469
+11% +$28.6K ﹤0.01% 1029
2015
Q3 		$240K Buy
+4,165
New +$229K ﹤0.01% 1115

Other funds holding WGL

GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

United Capital Financial Advisors's WGL Position: Q3 2018 in Review

United Capital Financial Advisors sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 5,585 shares — an estimated $496K sold.

United Capital Financial Advisors first reported a position in WGL in Q3 2015 and held it in 12 quarters. The position peaked at $576K in Q1 2018. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

  • United Capital Financial Advisors reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,585 Wgl Holdings shares in Q3 2018, an estimated $496K.
  • United Capital Financial Advisors first reported a position in Wgl Holdings in Q3 2015 and held it in 12 quarters.
  • United Capital Financial Advisors's Wgl Holdings position peaked at $576K in Q1 2018.
  • 2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

Based on United Capital Financial Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.