Atlas Capital Advisors’s National Grid NGG Stock Holding History

Atlas Capital Advisors’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
2021 Q1	–	Sell	-313	Closed	-$16.4K	–	818
2020 Q4	$16.4K	Buy	+313	New	+$16.6K	﹤0.01%	559
2020 Q3	–	Sell	-147	Closed	-$7.9K	–	487
2020 Q2	$7.9K	Sell	147 -4,680	-97%	-$237K	﹤0.01%	621
2020 Q1	$249K	Buy	4,827 +610	+14%	+$33.7K	0.07%	237
2019 Q4	$234K	Hold	4,217	–	–	0.06%	296
2019 Q3	$202K	Hold	4,217	–	–	0.06%	315
2019 Q2	$198K	Hold	4,217	–	–	0.07%	294
2019 Q1	$208K	Sell	4,217 -142	-3%	-$6.87K	0.08%	258
2018 Q4	$185K	Buy	4,359 +4,217	+2,970%	+$197K	0.07%	264
2018 Q3	$6.52K	Hold	142	–	–	﹤0.01%	519
2018 Q2	$7.06K	Buy	+142	New	+$7.17K	﹤0.01%	481

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EIC

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

Atlas Capital Advisors's NGG Position: Q1 2021 in Review

Atlas Capital Advisors sold out of National Grid (NGG) in Q1 2021, closing a stake of 313 shares — an estimated $16.4K sold.

Atlas Capital Advisors first reported a position in NGG in Q2 2018 and held it in 10 quarters. The position peaked at $249K in Q1 2020. 351 funds tracked by Wall St. Rank hold NGG as of Q1 2021.

Atlas Capital Advisors reported no remaining National Grid position as of Q1 2021 after selling out during the quarter.
Atlas Capital Advisors sold 313 National Grid shares in Q1 2021, an estimated $16.4K.
Atlas Capital Advisors first reported a position in National Grid in Q2 2018 and held it in 10 quarters.
Atlas Capital Advisors's National Grid position peaked at $249K in Q1 2020.
351 funds tracked by Wall St. Rank held National Grid as of Q1 2021.

Based on Atlas Capital Advisors's 13F filing for Q1 2021, filed 10 May 2021.