ERIM
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Eagle Ridge Investment Management’s National Grid NGG Stock Holding History

Eagle Ridge Investment 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
2017
Q1 		– Sell
-3,713
Closed -$209K – 143
2016
Q4 		$209K Buy
+3,713
New +$220K 0.04% 139

Other funds holding NGG

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
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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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Eagle Ridge Investment Management's NGG Position: Q1 2017 in Review

Eagle Ridge Investment Management sold out of National Grid (NGG) in Q1 2017, closing a stake of 3,713 shares — an estimated $209K sold.

Eagle Ridge Investment Management first reported a position in NGG in Q4 2016 and held it in 1 quarter. The position peaked at $209K in Q4 2016. 344 funds tracked by Wall St. Rank hold NGG as of Q1 2017.

  • Eagle Ridge Investment Management reported no remaining National Grid position as of Q1 2017 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 3,713 National Grid shares in Q1 2017, an estimated $209K.
  • Eagle Ridge Investment Management first reported a position in National Grid in Q4 2016 and held it in 1 quarter.
  • Eagle Ridge Investment Management's National Grid position peaked at $209K in Q4 2016.
  • 344 funds tracked by Wall St. Rank held National Grid as of Q1 2017.

Based on Eagle Ridge Investment Management's 13F filing for Q1 2017, filed 2 May 2017.