Clear Perspective Advisors’s National Grid NGG Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-1,031	Closed	-$51K	–	337
2018 Q2	$51K	Hold	1,031	–	–	0.04%	247
2018 Q1	$51K	Sell	1,031 -55	-5%	-$2.68K	0.04%	241
2017 Q4	$56K	Sell	1,086 -490	-31%	-$26.1K	0.04%	225
2017 Q3	$87K	Buy	1,576 +54	+4%	+$3.02K	0.07%	194
2017 Q2	$85K	Sell	1,522 -8	-0.5%	-$489	0.07%	181
2017 Q1	$94K	Hold	1,530	–	–	0.06%	166
2016 Q4	$86K	Buy	+1,530	New	+$90.6K	0.06%	168

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

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Clear Perspective Advisors's NGG Position: Q3 2018 in Review

Clear Perspective Advisors sold out of National Grid (NGG) in Q3 2018, closing a stake of 1,031 shares — an estimated $51K sold.

Clear Perspective Advisors first reported a position in NGG in Q4 2016 and held it in 7 quarters. The position peaked at $94K in Q1 2017. 337 funds tracked by Wall St. Rank hold NGG as of Q3 2018.

Clear Perspective Advisors reported no remaining National Grid position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 1,031 National Grid shares in Q3 2018, an estimated $51K.
Clear Perspective Advisors first reported a position in National Grid in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's National Grid position peaked at $94K in Q1 2017.
337 funds tracked by Wall St. Rank held National Grid as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.