EWM
NGG icon

Evercore Wealth Management’s National Grid NGG Stock Holding History

Evercore 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
2015
Q4 		– Sell
-4,528
Closed -$305K – 1045
2015
Q3 		$305K Sell
4,528
-42
-0.9% -$2.69K 0.01% 327
2015
Q2 		$285K Buy
4,570
+287
+7% +$18.8K 0.01% 365
2015
Q1 		$266K Buy
4,283
+1,004
+31% +$66.1K 0.01% 371
2014
Q4 		$223K Sell
3,279
-2,010
-38% -$140K 0.01% 344
2014
Q3 		$366K Buy
5,289
+117
+2% +$8.32K 0.02% 308
2014
Q2 		$371K Buy
5,172
+2,454
+90% +$170K 0.02% 307
2014
Q1 		$181K Sell
2,718
-103
-4% -$6.63K 0.01% 392
2013
Q4 		$178K Buy
2,821
+58
+2% +$3.48K 0.01% 381
2013
Q3 		$157K Buy
2,763
+87
+3% +$4.91K 0.01% 421
2013
Q2 		$146K Buy
+2,676
New +$156K 0.01% 438

Other funds holding NGG

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $2.77B AUM 58.14% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return