Bedel Financial Consulting’s National Grid NGG Stock Holding History

Bedel Financial Consulting’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	-5,700	Closed	-$273K	–	702
2018 Q3	$273K	Hold	5,700	–	–	0.18%	106
2018 Q2	$282K	Hold	5,700	–	–	0.21%	104
2018 Q1	$284K	Hold	5,700	–	–	0.22%	102
2017 Q4	$296K	Buy	+5,700	New	+$304K	0.27%	92

Other funds holding NGG

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

RJA

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Bedel Financial Consulting's NGG Position: Q4 2018 in Review

Bedel Financial Consulting sold out of National Grid (NGG) in Q4 2018, closing a stake of 5,700 shares — an estimated $273K sold.

Bedel Financial Consulting first reported a position in NGG in Q4 2017 and held it in 4 quarters. The position peaked at $296K in Q4 2017. 329 funds tracked by Wall St. Rank hold NGG as of Q4 2018.

Bedel Financial Consulting reported no remaining National Grid position as of Q4 2018 after selling out during the quarter.
Bedel Financial Consulting sold 5,700 National Grid shares in Q4 2018, an estimated $273K.
Bedel Financial Consulting first reported a position in National Grid in Q4 2017 and held it in 4 quarters.
Bedel Financial Consulting's National Grid position peaked at $296K in Q4 2017.
329 funds tracked by Wall St. Rank held National Grid as of Q4 2018.

Based on Bedel Financial Consulting's 13F filing for Q4 2018, filed 28 Jan 2019.