WP
GAS

WealthPLAN Partners’s AGL Resources Inc GAS Stock Holding History

WealthPLAN Partners’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
-10,804
Closed -$357K – 1181
2016
Q2 		$357K Buy
+10,804
New +$710K 0.05% 257
2015
Q4 		$7.03K Buy
+226
New +$14.1K ﹤0.01% 1256
2015
Q2 		– Sell
-84
Closed -$4K – 570
2015
Q1 		$4K Buy
+84
New +$4.36K ﹤0.01% 452

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 $263M AUM 50.07% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $3.11B AUM 56.77% 1-Year Est. Return

WealthPLAN Partners's GAS Position: Q3 2016 in Review

WealthPLAN Partners sold out of AGL Resources Inc (GAS) in Q3 2016, closing a stake of 10,804 shares — an estimated $357K sold.

WealthPLAN Partners first reported a position in GAS in Q1 2015 and held it in 3 quarters. The position peaked at $357K in Q2 2016. 3 funds tracked by Wall St. Rank hold GAS as of Q3 2016.

  • WealthPLAN Partners reported no remaining AGL Resources Inc position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 10,804 AGL Resources Inc shares in Q3 2016, an estimated $357K.
  • WealthPLAN Partners first reported a position in AGL Resources Inc in Q1 2015 and held it in 3 quarters.
  • WealthPLAN Partners's AGL Resources Inc position peaked at $357K in Q2 2016.
  • 3 funds tracked by Wall St. Rank held AGL Resources Inc as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.