Avantax Planning Partners’s National Grid NGG Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-90	Closed	-$4K	–	875
2018 Q3	$4K	Buy	+90	New	+$4.28K	﹤0.01%	1181
2018 Q2	–	Sell	-303	Closed	-$15K	–	1028
2018 Q1	$15K	Buy	+303	New	+$14.8K	﹤0.01%	894

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

RJA

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 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

Avantax Planning Partners's NGG Position: Q4 2018 in Review

Avantax Planning Partners sold out of National Grid (NGG) in Q4 2018, closing a stake of 90 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in NGG in Q1 2018 and held it in 2 quarters. The position peaked at $15K in Q1 2018. 329 funds tracked by Wall St. Rank hold NGG as of Q4 2018.

Avantax Planning Partners reported no remaining National Grid position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 90 National Grid shares in Q4 2018, an estimated $4K.
Avantax Planning Partners first reported a position in National Grid in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's National Grid position peaked at $15K in Q1 2018.
329 funds tracked by Wall St. Rank held National Grid as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.