Chicago Partners Investment Group’s National Grid NGG Stock Holding History

Chicago Partners 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
2018 Q4	–	Sell	-906	Closed	-$44K	–	694
2018 Q3	$44K	Hold	906	–	–	0.01%	545
2018 Q2	$45K	Hold	906	–	–	0.01%	507
2018 Q1	$45K	Sell	906 -1,131	-56%	-$55.2K	0.01%	464
2017 Q4	$106K	Buy	2,037 +784	+63%	+$41.8K	0.02%	346
2017 Q3	$69K	Buy	1,253 +688	+122%	+$38.4K	0.01%	391
2017 Q2	$31K	Buy	+565	New	+$34.5K	0.01%	457

Other funds holding NGG

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

RJA

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Chicago Partners Investment Group's NGG Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of National Grid (NGG) in Q4 2018, closing a stake of 906 shares — an estimated $44K sold.

Chicago Partners Investment Group first reported a position in NGG in Q2 2017 and held it in 6 quarters. The position peaked at $106K in Q4 2017. 329 funds tracked by Wall St. Rank hold NGG as of Q4 2018.

Chicago Partners Investment Group reported no remaining National Grid position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 906 National Grid shares in Q4 2018, an estimated $44K.
Chicago Partners Investment Group first reported a position in National Grid in Q2 2017 and held it in 6 quarters.
Chicago Partners Investment Group's National Grid position peaked at $106K in Q4 2017.
329 funds tracked by Wall St. Rank held National Grid as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.