CWA
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Cypress Wealth Advisors’s National Grid NGG Stock Holding History

Cypress Wealth 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
Q2 		– Sell
-3,497
Closed -$214K – 143
2017
Q1 		$214K Buy
+3,497
New +$202K 0.1% 191

Other funds holding NGG

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Cypress Wealth Advisors's NGG Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of National Grid (NGG) in Q2 2017, closing a stake of 3,497 shares — an estimated $214K sold.

Cypress Wealth Advisors first reported a position in NGG in Q1 2017 and held it in 1 quarter. The position peaked at $214K in Q1 2017. 335 funds tracked by Wall St. Rank hold NGG as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining National Grid position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 3,497 National Grid shares in Q2 2017, an estimated $214K.
  • Cypress Wealth Advisors first reported a position in National Grid in Q1 2017 and held it in 1 quarter.
  • Cypress Wealth Advisors's National Grid position peaked at $214K in Q1 2017.
  • 335 funds tracked by Wall St. Rank held National Grid as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.