WAP
WGL

Wealthcare Advisory Partners’s Wgl Holdings WGL Stock Holding History

Wealthcare Advisory Partners’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
-100
Closed -$9K – 1349
2018
Q2 		$9K Buy
+100
New +$8.71K ﹤0.01% 882

Other funds holding WGL

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

Wealthcare Advisory Partners's WGL Position: Q3 2018 in Review

Wealthcare Advisory Partners sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 100 shares — an estimated $9K sold.

Wealthcare Advisory Partners first reported a position in WGL in Q2 2018 and held it in 1 quarter. The position peaked at $9K in Q2 2018. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

  • Wealthcare Advisory Partners reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 100 Wgl Holdings shares in Q3 2018, an estimated $9K.
  • Wealthcare Advisory Partners first reported a position in Wgl Holdings in Q2 2018 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Wgl Holdings position peaked at $9K in Q2 2018.
  • 2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2018, filed 14 Nov 2018.