CFA
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Camarda Financial Advisors’s National Grid NGG Stock Holding History

Camarda Financial Advisors’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
Q4 		– Sell
-176
Closed -$10K – 209
2017
Q3 		$10K Hold
176
– – 0.01% 177
2017
Q2 		$10K Buy
+176
New +$10.8K 0.01% 179

Other funds holding NGG

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Camarda Financial Advisors's NGG Position: Q4 2017 in Review

Camarda Financial Advisors sold out of National Grid (NGG) in Q4 2017, closing a stake of 176 shares — an estimated $10K sold.

Camarda Financial Advisors first reported a position in NGG in Q2 2017 and held it in 2 quarters. The position peaked at $10K in Q3 2017. 354 funds tracked by Wall St. Rank hold NGG as of Q4 2017.

  • Camarda Financial Advisors reported no remaining National Grid position as of Q4 2017 after selling out during the quarter.
  • Camarda Financial Advisors sold 176 National Grid shares in Q4 2017, an estimated $10K.
  • Camarda Financial Advisors first reported a position in National Grid in Q2 2017 and held it in 2 quarters.
  • Camarda Financial Advisors's National Grid position peaked at $10K in Q3 2017.
  • 354 funds tracked by Wall St. Rank held National Grid as of Q4 2017.

Based on Camarda Financial Advisors's 13F filing for Q4 2017, filed 7 Feb 2018.