Advocacy Wealth Management Services’s National Grid NGG Stock Holding History

Advocacy Wealth Management Services’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
2016 Q4	–	Sell	-172	Closed	-$12K	–	359
2016 Q3	$12K	Sell	172 -17	-9%	-$1.18K	﹤0.01%	254
2016 Q2	$14K	Sell	189 -868	-82%	-$60.1K	0.01%	276
2016 Q1	$73K	Sell	1,057 -643	-38%	-$42.9K	0.05%	150
2015 Q4	$114K	Buy	+1,700	New	+$115K	0.13%	112
2013 Q3	$163K	Buy	2,859 +363	+15%	+$20.5K	0.45%	45
2013 Q2	$136K	Buy	+2,496	New	+$146K	0.54%	56

Other funds holding NGG

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advocacy Wealth Management Services's NGG Position: Q4 2016 in Review

Advocacy Wealth Management Services sold out of National Grid (NGG) in Q4 2016, closing a stake of 172 shares — an estimated $12K sold.

Advocacy Wealth Management Services first reported a position in NGG in Q2 2013 and held it in 6 quarters. The position peaked at $163K in Q3 2013. 347 funds tracked by Wall St. Rank hold NGG as of Q4 2016.

Advocacy Wealth Management Services reported no remaining National Grid position as of Q4 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 172 National Grid shares in Q4 2016, an estimated $12K.
Advocacy Wealth Management Services first reported a position in National Grid in Q2 2013 and held it in 6 quarters.
Advocacy Wealth Management Services's National Grid position peaked at $163K in Q3 2013.
347 funds tracked by Wall St. Rank held National Grid as of Q4 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2016, filed 27 Jan 2017.