ZIM
WGL

Zacks Investment Management’s Wgl Holdings WGL Stock Holding History

Zacks Investment Management’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
2015
Q2 		– Sell
-10,486
Closed -$591K – 771
2015
Q1 		$591K Sell
10,486
-3,120
-23% -$172K 0.02% 389
2014
Q4 		$743K Buy
13,606
+7,334
+117% +$356K 0.02% 319
2014
Q3 		$264K Buy
+6,272
New +$262K 0.01% 569
2013
Q4 		– Sell
-9,305
Closed -$397K – 795
2013
Q3 		$397K Sell
9,305
-444
-5% -$19.3K 0.02% 422
2013
Q2 		$421K Buy
+9,749
New +$429K 0.02% 368

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zacks Investment Management's WGL Position: Q2 2015 in Review

Zacks Investment Management sold out of Wgl Holdings (WGL) in Q2 2015, closing a stake of 10,486 shares — an estimated $591K sold.

Zacks Investment Management first reported a position in WGL in Q2 2013 and held it in 5 quarters. The position peaked at $743K in Q4 2014. 250 funds tracked by Wall St. Rank hold WGL as of Q2 2015.

  • Zacks Investment Management reported no remaining Wgl Holdings position as of Q2 2015 after selling out during the quarter.
  • Zacks Investment Management sold 10,486 Wgl Holdings shares in Q2 2015, an estimated $591K.
  • Zacks Investment Management first reported a position in Wgl Holdings in Q2 2013 and held it in 5 quarters.
  • Zacks Investment Management's Wgl Holdings position peaked at $743K in Q4 2014.
  • 250 funds tracked by Wall St. Rank held Wgl Holdings as of Q2 2015.

Based on Zacks Investment Management's 13F filing for Q2 2015, filed 12 Aug 2015.