WAM
WGL

Wealthspire Advisors (Maryland)’s Wgl Holdings WGL Stock Holding History

Wealthspire Advisors (Maryland)’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
-3,667
Closed -$325K – 2619
2018
Q2 		$325K Sell
3,667
-595
-14% -$51.8K 0.03% 337
2018
Q1 		$356K Buy
4,262
+2
+0% +$168 0.03% 320
2017
Q4 		$366K Buy
4,260
+1
+0% +$85 0.04% 326
2017
Q3 		$359K Buy
4,259
+254
+6% +$21.5K 0.04% 318
2017
Q2 		$334K Buy
4,005
+3,944
+6,466% +$327K 0.04% 321
2017
Q1 		$5K Sell
61
-2,485
-98% -$202K ﹤0.01% 1544
2016
Q4 		$194K Hold
2,546
– – 0.03% 381
2016
Q3 		$160K Hold
2,546
– – 0.02% 447
2016
Q2 		$180K Hold
2,546
– – 0.03% 394
2016
Q1 		$184K Hold
2,546
– – 0.03% 382
2015
Q4 		$160K Buy
+2,546
New +$155K 0.03% 420

Other funds holding WGL

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

Wealthspire Advisors (Maryland)'s WGL Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 3,667 shares — an estimated $325K sold.

Wealthspire Advisors (Maryland) first reported a position in WGL in Q4 2015 and held it in 11 quarters. The position peaked at $366K in Q4 2017. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,667 Wgl Holdings shares in Q3 2018, an estimated $325K.
  • Wealthspire Advisors (Maryland) first reported a position in Wgl Holdings in Q4 2015 and held it in 11 quarters.
  • Wealthspire Advisors (Maryland)'s Wgl Holdings position peaked at $366K in Q4 2017.
  • 2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.