WFG
GAS

Wills Financial Group’s AGL Resources Inc GAS Stock Holding History

Wills Financial Group’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
-41,657
Closed -$2.75M – 77
2016
Q2 		$2.75M Buy
41,657
+14
+0% +$920 2.29% 12
2016
Q1 		$2.71M Sell
41,643
-917
-2% -$59K 2.34% 12
2015
Q4 		$2.71M Sell
42,560
-2,804
-6% -$175K 2.39% 12
2015
Q3 		$2.77M Buy
45,364
+302
+0.7% +$16.2K 2.55% 12
2015
Q2 		$2.1M Buy
45,062
+6,498
+17% +$321K 1.79% 18
2015
Q1 		$1.91M Buy
38,564
+6,924
+22% +$359K 1.58% 22
2014
Q4 		$1.72M Buy
31,640
+6,972
+28% +$368K 1.4% 26
2014
Q3 		$1.27M Buy
24,668
+303
+1% +$16K 1.07% 31
2014
Q2 		$1.34M Buy
24,365
+103
+0.4% +$5.42K 1.11% 34
2014
Q1 		$1.19M Buy
24,262
+115
+0.5% +$5.42K 1.13% 33
2013
Q4 		$1.14M Buy
+24,147
New +$1.12M 1.17% 32

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

Wills Financial Group's GAS Position: Q3 2016 in Review

Wills Financial Group sold out of AGL Resources Inc (GAS) in Q3 2016, closing a stake of 41,657 shares — an estimated $2.75M sold.

Wills Financial Group first reported a position in GAS in Q4 2013 and held it in 11 quarters. The position peaked at $2.77M in Q3 2015. 3 funds tracked by Wall St. Rank hold GAS as of Q3 2016.

  • Wills Financial Group reported no remaining AGL Resources Inc position as of Q3 2016 after selling out during the quarter.
  • Wills Financial Group sold 41,657 AGL Resources Inc shares in Q3 2016, an estimated $2.75M.
  • Wills Financial Group first reported a position in AGL Resources Inc in Q4 2013 and held it in 11 quarters.
  • Wills Financial Group's AGL Resources Inc position peaked at $2.77M in Q3 2015.
  • 3 funds tracked by Wall St. Rank held AGL Resources Inc as of Q3 2016.

Based on Wills Financial Group's 13F filing for Q3 2016, filed 14 Nov 2016.