WIL
WGL

Winifred I. Li’s Wgl Holdings WGL Stock Holding History

Winifred I. Li’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
2014
Q4 		$22K Hold
400
– – 0.02% 360
2014
Q3 		$17K Hold
400
– – 0.02% 357
2014
Q2 		$17K Hold
400
– – 0.01% 351
2014
Q1 		$16K Hold
400
– – 0.01% 349
2013
Q4 		$16K Buy
+400
New +$16.6K 0.01% 341

Other funds holding WGL

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Winifred I. Li's WGL Position: Q4 2014 in Review

Winifred I. Li held its Wgl Holdings (WGL) position steady in Q4 2014 at 400 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #360.

Winifred I. Li first reported a position in WGL in Q4 2013 and has held it in 5 quarters since. 242 funds tracked by Wall St. Rank hold WGL as of Q4 2014.

  • Winifred I. Li held 400 shares of Wgl Holdings worth $22K as of Q4 2014.
  • Winifred I. Li left its Wgl Holdings share count unchanged in Q4 2014.
  • Wgl Holdings made up 0.02% of Winifred I. Li's portfolio in Q4 2014, its #360 holding.
  • Winifred I. Li first reported a position in Wgl Holdings in Q4 2013 and has held it in 5 quarters since.
  • 242 funds tracked by Wall St. Rank held Wgl Holdings as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.