EWA
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Evolution Wealth Advisors’s National Grid NGG Stock Holding History

Evolution Wealth Advisors’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
2020
Q1 		– Sell
-158
Closed -$9K – 537
2019
Q4 		$9K Buy
+158
New +$8.12K ﹤0.01% 321

Other funds holding NGG

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Evolution Wealth Advisors's NGG Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of National Grid (NGG) in Q1 2020, closing a stake of 158 shares — an estimated $9K sold.

Evolution Wealth Advisors first reported a position in NGG in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 346 funds tracked by Wall St. Rank hold NGG as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining National Grid position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 158 National Grid shares in Q1 2020, an estimated $9K.
  • Evolution Wealth Advisors first reported a position in National Grid in Q4 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's National Grid position peaked at $9K in Q4 2019.
  • 346 funds tracked by Wall St. Rank held National Grid as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.