Epstein & White Financial’s National Grid NGG Stock Holding History

Epstein & White Financial’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 Q4	–	Sell	-5,147	Closed	-$233K	–	93
2018 Q3	$233K	Sell	5,147 -3,348	-39%	-$159K	0.15%	78
2018 Q2	$447K	Sell	8,495 -860	-9%	-$43.4K	0.33%	50
2018 Q1	$492K	Sell	9,355 -228	-2%	-$11.1K	0.32%	55
2017 Q4	$512K	Buy	+9,583	New	+$511K	0.3%	55

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 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

Epstein & White Financial's NGG Position: Q4 2018 in Review

Epstein & White Financial sold out of National Grid (NGG) in Q4 2018, closing a stake of 5,147 shares — an estimated $233K sold.

Epstein & White Financial first reported a position in NGG in Q4 2017 and held it in 4 quarters. The position peaked at $512K in Q4 2017. 329 funds tracked by Wall St. Rank hold NGG as of Q4 2018.

Epstein & White Financial reported no remaining National Grid position as of Q4 2018 after selling out during the quarter.
Epstein & White Financial sold 5,147 National Grid shares in Q4 2018, an estimated $233K.
Epstein & White Financial first reported a position in National Grid in Q4 2017 and held it in 4 quarters.
Epstein & White Financial's National Grid position peaked at $512K in Q4 2017.
329 funds tracked by Wall St. Rank held National Grid as of Q4 2018.

Based on Epstein & White Financial's 13F filing for Q4 2018, filed 5 Feb 2019.