Acorn Wealth Advisors’s Avangrid, Inc. AGR Stock Holding History

Acorn Wealth Advisors’s Portfolio AGR Stock Details AGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-250	Closed	-$13K	–	470
2018 Q2	$13K	Hold	250	–	–	0.01%	478
2018 Q1	$13K	Hold	250	–	–	0.01%	470
2017 Q4	$12K	Buy	+250	New	+$12.6K	0.01%	461

Other funds holding AGR

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acorn Wealth Advisors's AGR Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Avangrid, Inc. (AGR) in Q3 2018, closing a stake of 250 shares — an estimated $13K sold.

Acorn Wealth Advisors first reported a position in AGR in Q4 2017 and held it in 3 quarters. The position peaked at $13K in Q2 2018. 264 funds tracked by Wall St. Rank hold AGR as of Q3 2018.

Acorn Wealth Advisors reported no remaining Avangrid, Inc. position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 250 Avangrid, Inc. shares in Q3 2018, an estimated $13K.
Acorn Wealth Advisors first reported a position in Avangrid, Inc. in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Avangrid, Inc. position peaked at $13K in Q2 2018.
264 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.