WA
WGL

WFG Advisors’s Wgl Holdings WGL Stock Holding History

WFG Advisors’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
2016
Q1 		– Sell
-772
Closed -$49K – 1753
2015
Q4 		$49K Hold
772
– – 0.01% 670
2015
Q3 		$45K Sell
772
-29
-4% -$1.59K 0.01% 682
2015
Q2 		$43K Hold
801
– – 0.01% 769
2015
Q1 		$45K Sell
801
-638
-44% -$35.1K 0.01% 759
2014
Q4 		$79K Hold
1,439
– – 0.02% 716
2014
Q3 		$61K Sell
1,439
-25
-2% -$1.05K 0.01% 857
2014
Q2 		$63K Sell
1,464
-65
-4% -$2.61K 0.01% 831
2014
Q1 		$61K Buy
1,529
+1,359
+799% +$52.4K 0.01% 834
2013
Q4 		$7K Hold
170
– – ﹤0.01% 1687
2013
Q3 		$7K Hold
170
– – ﹤0.01% 1654
2013
Q2 		$7K Buy
+170
New +$7.49K ﹤0.01% 1584

Other funds holding WGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

WFG Advisors's WGL Position: Q1 2016 in Review

WFG Advisors sold out of Wgl Holdings (WGL) in Q1 2016, closing a stake of 772 shares — an estimated $49K sold.

WFG Advisors first reported a position in WGL in Q2 2013 and held it in 11 quarters. The position peaked at $79K in Q4 2014. 263 funds tracked by Wall St. Rank hold WGL as of Q1 2016.

  • WFG Advisors reported no remaining Wgl Holdings position as of Q1 2016 after selling out during the quarter.
  • WFG Advisors sold 772 Wgl Holdings shares in Q1 2016, an estimated $49K.
  • WFG Advisors first reported a position in Wgl Holdings in Q2 2013 and held it in 11 quarters.
  • WFG Advisors's Wgl Holdings position peaked at $79K in Q4 2014.
  • 263 funds tracked by Wall St. Rank held Wgl Holdings as of Q1 2016.

Based on WFG Advisors's 13F filing for Q1 2016, filed 10 May 2016.