Baldwin Wealth Partners’s National Grid NGG Stock Holding History

Baldwin Wealth 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
2020 Q3	–	Sell	-1,396	Closed	-$75K	–	546
2020 Q2	$75K	Hold	1,396	–	–	0.01%	250
2020 Q1	$72K	Buy	1,396 +226	+19%	+$12.5K	0.01%	234
2019 Q4	$65K	Hold	1,170	–	–	0.01%	287
2019 Q3	$56K	Buy	+1,170	New	+$54.1K	0.01%	290
2017 Q2	–	Sell	-24	Closed	-$1K	–	493
2017 Q1	$1K	Buy	+24	New	+$1.39K	﹤0.01%	482

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

RJA

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

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

Baldwin Wealth Partners's NGG Position: Q3 2020 in Review

Baldwin Wealth Partners sold out of National Grid (NGG) in Q3 2020, closing a stake of 1,396 shares — an estimated $75K sold.

Baldwin Wealth Partners first reported a position in NGG in Q1 2017 and held it in 5 quarters. The position peaked at $75K in Q2 2020. 336 funds tracked by Wall St. Rank hold NGG as of Q3 2020.

Baldwin Wealth Partners reported no remaining National Grid position as of Q3 2020 after selling out during the quarter.
Baldwin Wealth Partners sold 1,396 National Grid shares in Q3 2020, an estimated $75K.
Baldwin Wealth Partners first reported a position in National Grid in Q1 2017 and held it in 5 quarters.
Baldwin Wealth Partners's National Grid position peaked at $75K in Q2 2020.
336 funds tracked by Wall St. Rank held National Grid as of Q3 2020.

Based on Baldwin Wealth Partners's 13F filing for Q3 2020, filed 16 Oct 2020.