Brian C. Broderick’s National Grid NGG Stock Holding History

Brian C. Broderick’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
2016 Q4	–	Sell	-3,706	Closed	-$254K	–	98
2016 Q3	$254K	Hold	3,706	–	–	0.11%	91
2016 Q2	$266K	Hold	3,706	–	–	0.11%	91
2016 Q1	$255K	Sell	3,706 -103	-3%	-$6.88K	0.11%	91
2015 Q4	$256K	Hold	3,809	–	–	0.11%	88
2015 Q3	$256K	Sell	3,809 -208	-5%	-$13.3K	0.12%	84
2015 Q2	$250K	Sell	4,017 -311	-7%	-$20.4K	0.11%	86
2015 Q1	$269K	Hold	4,328	–	–	0.11%	85
2014 Q4	$295K	Buy	4,328 +311	+8%	+$21.6K	0.13%	85
2014 Q3	$278K	Hold	4,017	–	–	0.12%	91
2014 Q2	$288K	Hold	4,017	–	–	0.13%	85
2014 Q1	$267K	Hold	4,017	–	–	0.13%	82
2013 Q4	$253K	Hold	4,017	–	–	0.13%	83
2013 Q3	$229K	Sell	4,017 -3,871	-49%	-$218K	0.13%	87
2013 Q2	$432K	Buy	+7,888	New	+$461K	0.26%	70

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

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

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Brian C. Broderick's NGG Position: Q4 2016 in Review

Brian C. Broderick sold out of National Grid (NGG) in Q4 2016, closing a stake of 3,706 shares — an estimated $254K sold.

Brian C. Broderick first reported a position in NGG in Q2 2013 and held it in 14 quarters. The position peaked at $432K in Q2 2013. 346 funds tracked by Wall St. Rank hold NGG as of Q4 2016.

Brian C. Broderick reported no remaining National Grid position as of Q4 2016 after selling out during the quarter.
Brian C. Broderick sold 3,706 National Grid shares in Q4 2016, an estimated $254K.
Brian C. Broderick first reported a position in National Grid in Q2 2013 and held it in 14 quarters.
Brian C. Broderick's National Grid position peaked at $432K in Q2 2013.
346 funds tracked by Wall St. Rank held National Grid as of Q4 2016.

Based on Brian C. Broderick's 13F filing for Q4 2016, filed 14 Feb 2017.