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Bellwether Investment Group’s National Grid NGG Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-936
Closed -$57K – 418
2017
Q1 		$57K Hold
936
– – 0.15% 131
2016
Q4 		$53K Buy
+936
New +$55.4K 0.05% 261

Other funds holding NGG

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Bellwether Investment Group's NGG Position: Q2 2017 in Review

Bellwether Investment Group sold out of National Grid (NGG) in Q2 2017, closing a stake of 936 shares — an estimated $57K sold.

Bellwether Investment Group first reported a position in NGG in Q4 2016 and held it in 2 quarters. The position peaked at $57K in Q1 2017. 335 funds tracked by Wall St. Rank hold NGG as of Q2 2017.

  • Bellwether Investment Group reported no remaining National Grid position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 936 National Grid shares in Q2 2017, an estimated $57K.
  • Bellwether Investment Group first reported a position in National Grid in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's National Grid position peaked at $57K in Q1 2017.
  • 335 funds tracked by Wall St. Rank held National Grid as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.