WAM
GAS

Wealthspire Advisors (Maryland)’s AGL Resources Inc GAS Stock Holding History

Wealthspire Advisors (Maryland)’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
-7,134
Closed -$471K – 1905
2016
Q2 		$471K Sell
7,134
-52
-0.7% -$3.42K 0.08% 171
2016
Q1 		$468K Sell
7,186
-253
-3% -$16.3K 0.08% 167
2015
Q4 		$475K Buy
+7,439
New +$464K 0.09% 159

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

Wealthspire Advisors (Maryland)'s GAS Position: Q3 2016 in Review

Wealthspire Advisors (Maryland) sold out of AGL Resources Inc (GAS) in Q3 2016, closing a stake of 7,134 shares — an estimated $471K sold.

Wealthspire Advisors (Maryland) first reported a position in GAS in Q4 2015 and held it in 3 quarters. The position peaked at $475K in Q4 2015. 3 funds tracked by Wall St. Rank hold GAS as of Q3 2016.

  • Wealthspire Advisors (Maryland) reported no remaining AGL Resources Inc position as of Q3 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 7,134 AGL Resources Inc shares in Q3 2016, an estimated $471K.
  • Wealthspire Advisors (Maryland) first reported a position in AGL Resources Inc in Q4 2015 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s AGL Resources Inc position peaked at $475K in Q4 2015.
  • 3 funds tracked by Wall St. Rank held AGL Resources Inc as of Q3 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2016, filed 4 Nov 2016.