EWM
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Elite Wealth Management’s National Grid NGG Stock Holding History

Elite 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
2014
Q1 		– Sell
-207
Closed -$13K – 562
2013
Q4 		$13K Buy
+207
New +$12.4K 0.01% 331

Other funds holding NGG

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elite Wealth Management's NGG Position: Q1 2014 in Review

Elite Wealth Management sold out of National Grid (NGG) in Q1 2014, closing a stake of 207 shares — an estimated $13K sold.

Elite Wealth Management first reported a position in NGG in Q4 2013 and held it in 1 quarter. The position peaked at $13K in Q4 2013. 301 funds tracked by Wall St. Rank hold NGG as of Q1 2014.

  • Elite Wealth Management reported no remaining National Grid position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 207 National Grid shares in Q1 2014, an estimated $13K.
  • Elite Wealth Management first reported a position in National Grid in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's National Grid position peaked at $13K in Q4 2013.
  • 301 funds tracked by Wall St. Rank held National Grid as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.