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GAS

Wealthfront’s AGL Resources Inc GAS Stock Holding History

Wealthfront’s Portfolio GAS Stock Details GAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-3,314
Closed -$219K – 396
2016
Q2 		$219K Buy
3,314
+146
+5% +$9.59K 0.01% 327
2016
Q1 		$206K Buy
+3,168
New +$204K 0.01% 317
2015
Q4 		– Sell
-2,624
Closed -$160K – 1405
2015
Q3 		$160K Buy
2,624
+1,755
+202% +$93.9K 0.01% 318
2015
Q2 		$40K Buy
869
+233
+37% +$11.5K ﹤0.01% 526
2015
Q1 		$32K Sell
636
-1,003
-61% -$52.1K ﹤0.01% 514
2014
Q4 		$89K Buy
1,639
+368
+29% +$19.4K 0.01% 380
2014
Q3 		$65K Buy
1,271
+790
+164% +$41.7K ﹤0.01% 361
2014
Q2 		$26K Buy
481
+160
+50% +$8.41K ﹤0.01% 473
2014
Q1 		$16K Buy
+321
New +$15.1K ﹤0.01% 466

Other funds holding GAS

LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
BCM
Birmingham Capital Management Birmingham, Alabama $237M AUM 32.7% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

Wealthfront's GAS Position: Q3 2016 in Review

Wealthfront sold out of AGL Resources Inc (GAS) in Q3 2016, closing a stake of 3,314 shares — an estimated $219K sold.

Wealthfront first reported a position in GAS in Q1 2014 and held it in 9 quarters. The position peaked at $219K in Q2 2016. 3 funds tracked by Wall St. Rank hold GAS as of Q3 2016.

  • Wealthfront reported no remaining AGL Resources Inc position as of Q3 2016 after selling out during the quarter.
  • Wealthfront sold 3,314 AGL Resources Inc shares in Q3 2016, an estimated $219K.
  • Wealthfront first reported a position in AGL Resources Inc in Q1 2014 and held it in 9 quarters.
  • Wealthfront's AGL Resources Inc position peaked at $219K in Q2 2016.
  • 3 funds tracked by Wall St. Rank held AGL Resources Inc as of Q3 2016.

Based on Wealthfront's 13F filing for Q3 2016, filed 14 Nov 2016.