Alera Investment Advisors’s National Grid NGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
– Sell
-349
Closed -$17K – 674
2019
Q1
$17K Sell
349
-18
-5% -$871 0.01% 335
2018
Q4
$16K Buy
+367
New +$17.1K 0.01% 335

Other funds holding NGG

Alera Investment Advisors's NGG Position: Q2 2019 in Review

Alera Investment Advisors sold out of National Grid (NGG) in Q2 2019, closing a stake of 349 shares — an estimated $17K sold.

Alera Investment Advisors first reported a position in NGG in Q4 2018 and held it in 2 quarters. The position peaked at $17K in Q1 2019. 313 funds tracked by Wall St. Rank hold NGG as of Q2 2019.

  • Alera Investment Advisors reported no remaining National Grid position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 349 National Grid shares in Q2 2019, an estimated $17K.
  • Alera Investment Advisors first reported a position in National Grid in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's National Grid position peaked at $17K in Q1 2019.
  • 313 funds tracked by Wall St. Rank held National Grid as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.