Doyle Wealth Management’s National Grid NGG Stock Holding History

Doyle Wealth Management’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
2019 Q3	–	Sell	-725	Closed	-$34K	–	554
2019 Q2	$34K	Buy	+725	New	+$34K	﹤0.01%	434
2019 Q1	–	Sell	-984	Closed	-$42K	–	540
2018 Q4	$42K	Buy	+984	New	+$46K	0.01%	389

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Doyle Wealth Management's NGG Position: Q3 2019 in Review

Doyle Wealth Management sold out of National Grid (NGG) in Q3 2019, closing a stake of 725 shares — an estimated $34K sold.

Doyle Wealth Management first reported a position in NGG in Q4 2018 and held it in 2 quarters. The position peaked at $42K in Q4 2018. 327 funds tracked by Wall St. Rank hold NGG as of Q3 2019.

Doyle Wealth Management reported no remaining National Grid position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 725 National Grid shares in Q3 2019, an estimated $34K.
Doyle Wealth Management first reported a position in National Grid in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's National Grid position peaked at $42K in Q4 2018.
327 funds tracked by Wall St. Rank held National Grid as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.