Aevitas Wealth Management’s National Grid NGG Stock Holding History

Aevitas Wealth Management’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
2019 Q2	–	Sell	-1,557	Closed	-$76K	–	246
2019 Q1	$76K	Buy	1,557 +6	+0.4%	+$290	0.07%	153
2018 Q4	$66K	Sell	1,551 -1,326	-46%	-$61.9K	0.07%	154
2018 Q3	$132K	Sell	2,877 -92	-3%	-$4.38K	0.12%	125
2018 Q2	$147K	Hold	2,969	–	–	0.14%	117
2018 Q1	$148K	Buy	2,969 +4	+0.1%	+$195	0.15%	114
2017 Q4	$154K	Buy	+2,965	New	+$158K	0.15%	112

Other funds holding NGG

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aevitas Wealth Management's NGG Position: Q2 2019 in Review

Aevitas Wealth Management sold out of National Grid (NGG) in Q2 2019, closing a stake of 1,557 shares — an estimated $76K sold.

Aevitas Wealth Management first reported a position in NGG in Q4 2017 and held it in 6 quarters. The position peaked at $154K in Q4 2017. 313 funds tracked by Wall St. Rank hold NGG as of Q2 2019.

Aevitas Wealth Management reported no remaining National Grid position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 1,557 National Grid shares in Q2 2019, an estimated $76K.
Aevitas Wealth Management first reported a position in National Grid in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's National Grid position peaked at $154K in Q4 2017.
313 funds tracked by Wall St. Rank held National Grid as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.