First Personal Financial Services’s Avangrid, Inc. AGR Stock Holding History

First Personal Financial Services’s Portfolio AGR Stock Details AGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-2,072	Closed	-$106K	–	954
2018 Q1	$106K	Sell	2,072 -1,400	-40%	-$68.2K	0.02%	295
2017 Q4	$176K	Buy	3,472 +201	+6%	+$10.2K	0.03%	249
2017 Q3	$155K	Buy	3,271 +409	+14%	+$19K	0.03%	244
2017 Q2	$126K	Buy	2,862 +94	+3%	+$4.17K	0.03%	275
2017 Q1	$118K	Hold	2,768	–	–	0.03%	263
2016 Q4	$105K	Buy	+2,768	New	+$106K	0.03%	271

Other funds holding AGR

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

First Personal Financial Services's AGR Position: Q2 2018 in Review

First Personal Financial Services sold out of Avangrid, Inc. (AGR) in Q2 2018, closing a stake of 2,072 shares — an estimated $106K sold.

First Personal Financial Services first reported a position in AGR in Q4 2016 and held it in 6 quarters. The position peaked at $176K in Q4 2017. 273 funds tracked by Wall St. Rank hold AGR as of Q2 2018.

First Personal Financial Services reported no remaining Avangrid, Inc. position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 2,072 Avangrid, Inc. shares in Q2 2018, an estimated $106K.
First Personal Financial Services first reported a position in Avangrid, Inc. in Q4 2016 and held it in 6 quarters.
First Personal Financial Services's Avangrid, Inc. position peaked at $176K in Q4 2017.
273 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.