CFFP
NGG icon

Center for Financial Planning’s National Grid NGG Stock Holding History

Center for Financial Planning’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
Q2 		– Sell
-90
Closed -$5K – 527
2020
Q1 		$5K Buy
+90
New +$4.97K ﹤0.01% 413

Other funds holding NGG

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Capital Research Global Investors
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Center for Financial Planning's NGG Position: Q2 2020 in Review

Center for Financial Planning sold out of National Grid (NGG) in Q2 2020, closing a stake of 90 shares — an estimated $5K sold.

Center for Financial Planning first reported a position in NGG in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 337 funds tracked by Wall St. Rank hold NGG as of Q2 2020.

  • Center for Financial Planning reported no remaining National Grid position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 90 National Grid shares in Q2 2020, an estimated $5K.
  • Center for Financial Planning first reported a position in National Grid in Q1 2020 and held it in 1 quarter.
  • Center for Financial Planning's National Grid position peaked at $5K in Q1 2020.
  • 337 funds tracked by Wall St. Rank held National Grid as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.