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Advisors Preferred’s National Grid NGG Stock Holding History

Advisors Preferred’s Portfolio NGG Stock Details NGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,082
Closed -$133K – 209
2024
Q1 		$133K Buy
+2,082
New +$132K 0.02% 133
2018
Q1 		– Sell
-1,847
Closed -$96K – 280
2017
Q4 		$96K Sell
1,847
-275
-13% -$14.7K 0.04% 129
2017
Q3 		$118K Buy
+2,122
New +$119K 0.07% 98
2014
Q3 		– Sell
-555
Closed -$39.8K – 322
2014
Q2 		$39.8K Buy
+555
New +$38.4K 0.02% 180
2014
Q1 		– Sell
-438
Closed -$27K – 404
2013
Q4 		$27K Buy
+438
New +$26.3K 0.01% 235

Other funds holding NGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.77B AUM 26.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisors Preferred's NGG Position: Q2 2024 in Review

Advisors Preferred sold out of National Grid (NGG) in Q2 2024, closing a stake of 2,082 shares — an estimated $133K sold.

Advisors Preferred first reported a position in NGG in Q4 2013 and held it in 5 quarters. The position peaked at $133K in Q1 2024. 420 funds tracked by Wall St. Rank hold NGG as of Q2 2024.

  • Advisors Preferred reported no remaining National Grid position as of Q2 2024 after selling out during the quarter.
  • Advisors Preferred sold 2,082 National Grid shares in Q2 2024, an estimated $133K.
  • Advisors Preferred first reported a position in National Grid in Q4 2013 and held it in 5 quarters.
  • Advisors Preferred's National Grid position peaked at $133K in Q1 2024.
  • 420 funds tracked by Wall St. Rank held National Grid as of Q2 2024.

Based on Advisors Preferred's 13F filing for Q2 2024, filed 30 Jul 2024.