Whittier Trust’s AGL Resources Inc GAS Stock Holding History

Whittier Trust’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	-4,065	Closed	-$268K	–	1251
2016 Q2	$268K	Hold	4,065	–	–	0.01%	409
2016 Q1	$265K	Buy	4,065 +713	+21%	+$45.9K	0.01%	410
2015 Q4	$214K	Hold	3,352	–	–	0.01%	451
2015 Q3	$205K	Sell	3,352 -500	-13%	-$26.8K	0.01%	454
2015 Q2	$179K	Buy	3,852 +500	+15%	+$24.7K	0.01%	498
2015 Q1	$166K	Hold	3,352	–	–	0.01%	494
2014 Q4	$183K	Sell	3,352 -1,200	-26%	-$63.4K	0.01%	454
2014 Q3	$234K	Hold	4,552	–	–	0.01%	413
2014 Q2	$250K	Hold	4,552	–	–	0.01%	406
2014 Q1	$223K	Hold	4,552	–	–	0.01%	430
2013 Q4	$215K	Buy	4,552 +1,200	+36%	+$55.9K	0.01%	422
2013 Q3	$154K	Hold	3,352	–	–	0.01%	476
2013 Q2	$144K	Buy	+3,352	New	+$144K	0.01%	470

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

Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

Whittier Trust's GAS Position: Q3 2016 in Review

Whittier Trust sold out of AGL Resources Inc (GAS) in Q3 2016, closing a stake of 4,065 shares — an estimated $268K sold.

Whittier Trust first reported a position in GAS in Q2 2013 and held it in 13 quarters. The position peaked at $268K in Q2 2016. 3 funds tracked by Wall St. Rank hold GAS as of Q3 2016.

Whittier Trust reported no remaining AGL Resources Inc position as of Q3 2016 after selling out during the quarter.
Whittier Trust sold 4,065 AGL Resources Inc shares in Q3 2016, an estimated $268K.
Whittier Trust first reported a position in AGL Resources Inc in Q2 2013 and held it in 13 quarters.
Whittier Trust's AGL Resources Inc position peaked at $268K in Q2 2016.
3 funds tracked by Wall St. Rank held AGL Resources Inc as of Q3 2016.

Based on Whittier Trust's 13F filing for Q3 2016, filed 10 Nov 2016.