WOC
GAS

West Oak Capital’s AGL Resources Inc GAS Stock Holding History

West Oak Capital’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
2015
Q3 		– Sell
-350
Closed -$16.3K – 325
2015
Q2 		$16.3K Hold
350
– – 0.01% 196
2015
Q1 		$17.4K Hold
350
– – 0.01% 198
2014
Q4 		$19.1K Sell
350
-150
-30% -$7.92K 0.01% 205
2014
Q3 		$25.7K Hold
500
– – 0.02% 171
2014
Q2 		$27.5K Sell
500
-200
-29% -$10.5K 0.02% 171
2014
Q1 		$34.3K Hold
700
– – 0.03% 159
2013
Q4 		$33.1K Hold
700
– – 0.02% 165
2013
Q3 		$32.2K Hold
700
– – 0.03% 159
2013
Q2 		$30K Buy
+700
New +$30K 0.03% 157

Other funds holding GAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

West Oak Capital's GAS Position: Q3 2015 in Review

West Oak Capital sold out of AGL Resources Inc (GAS) in Q3 2015, closing a stake of 350 shares — an estimated $16.3K sold.

West Oak Capital first reported a position in GAS in Q2 2013 and held it in 9 quarters. The position peaked at $34.3K in Q1 2014. 456 funds tracked by Wall St. Rank hold GAS as of Q3 2015.

  • West Oak Capital reported no remaining AGL Resources Inc position as of Q3 2015 after selling out during the quarter.
  • West Oak Capital sold 350 AGL Resources Inc shares in Q3 2015, an estimated $16.3K.
  • West Oak Capital first reported a position in AGL Resources Inc in Q2 2013 and held it in 9 quarters.
  • West Oak Capital's AGL Resources Inc position peaked at $34.3K in Q1 2014.
  • 456 funds tracked by Wall St. Rank held AGL Resources Inc as of Q3 2015.

Based on West Oak Capital's 13F filing for Q3 2015, filed 2 Oct 2015.