Financial Gravity Asset Management’s National Grid NGG Stock Holding History

Financial Gravity Asset 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
2019 Q4	$13K	Sell	234 -20	-8%	-$1.03K	0.01%	1139
2019 Q3	$12K	Sell	254 -9	-3%	-$416	0.01%	578
2019 Q2	$12K	Buy	263 +185	+237%	+$8.68K	0.01%	557
2019 Q1	$4K	Buy	+78	New	+$3.77K	﹤0.01%	766
2018 Q3	$15K	Buy	303 +29	+11%	+$1.38K	0.02%	513
2018 Q2	$13K	Buy	274 +77	+39%	+$3.89K	0.01%	527
2018 Q1	$10K	Buy	+197	New	+$9.61K	0.01%	588

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Gravity Asset Management's NGG Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its National Grid (NGG) stake by 7.9% in Q4 2019, selling an estimated $1.03K and leaving 234 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #1139.

Financial Gravity Asset Management first reported a position in NGG in Q1 2018 and has held it in 7 quarters since. The position peaked at $15K in Q3 2018. 357 funds tracked by Wall St. Rank hold NGG as of Q4 2019.

Financial Gravity Asset Management held 234 shares of National Grid worth $13K as of Q4 2019.
Financial Gravity Asset Management sold 20 National Grid shares in Q4 2019, an estimated $1.03K.
National Grid made up 0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1139 holding.
Financial Gravity Asset Management first reported a position in National Grid in Q1 2018 and has held it in 7 quarters since.
Financial Gravity Asset Management's National Grid position peaked at $15K in Q3 2018.
357 funds tracked by Wall St. Rank held National Grid as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.