Friedberg Investment Management’s Avangrid, Inc. AGR Stock Holding History

Friedberg Investment Management’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
2017 Q3	$941K	Sell	19,845 -74,035	-79%	-$3.44M	1.52%	26
2017 Q2	$4.14M	Sell	93,880 -4,874	-5%	-$216K	1.78%	21
2017 Q1	$4.22M	Buy	98,754 +2,218	+2%	+$90.6K	1.78%	20
2016 Q4	$3.66M	Sell	96,536 -1,054	-1%	-$40.2K	1.67%	22
2016 Q3	$4.08M	Buy	97,590 +2,064	+2%	+$90.1K	1.76%	19
2016 Q2	$4.4M	Buy	95,526 +1,616	+2%	+$66.6K	2.08%	14
2016 Q1	$3.77M	Buy	93,910 +41,200	+78%	+$1.61M	1.88%	17
2015 Q4	$2.02M	Buy	+52,710	New	+$1.92M	0.99%	42

Other funds holding AGR

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Friedberg Investment Management's AGR Position: Q3 2017 in Review

Friedberg Investment Management reduced its Avangrid, Inc. (AGR) stake by 79% in Q3 2017, selling an estimated $3.44M and leaving 19,845 shares worth $941K. The position accounts for 1.52% of the portfolio, ranked #26.

Friedberg Investment Management first reported a position in AGR in Q4 2015 and has held it in 8 quarters since. The position peaked at $4.4M in Q2 2016. 222 funds tracked by Wall St. Rank hold AGR as of Q3 2017.

Friedberg Investment Management held 19,845 shares of Avangrid, Inc. worth $941K as of Q3 2017.
Friedberg Investment Management sold 74,035 Avangrid, Inc. shares in Q3 2017, an estimated $3.44M.
Avangrid, Inc. made up 1.52% of Friedberg Investment Management's portfolio in Q3 2017, its #26 holding.
Friedberg Investment Management first reported a position in Avangrid, Inc. in Q4 2015 and has held it in 8 quarters since.
Friedberg Investment Management's Avangrid, Inc. position peaked at $4.4M in Q2 2016.
222 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q3 2017.

Based on Friedberg Investment Management's 13F filing for Q3 2017, filed 8 Nov 2017.