FEM
AGR

Fulcrum Equity Management’s Avangrid, Inc. AGR Stock Holding History

Fulcrum Equity 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
2019
Q4 		– Sell
-76
Closed -$4K – 239
2019
Q3 		$4K Buy
+76
New +$3.82K ﹤0.01% 176

Other funds holding AGR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fulcrum Equity Management's AGR Position: Q4 2019 in Review

Fulcrum Equity Management sold out of Avangrid, Inc. (AGR) in Q4 2019, closing a stake of 76 shares — an estimated $4K sold.

Fulcrum Equity Management first reported a position in AGR in Q3 2019 and held it in 1 quarter. The position peaked at $4K in Q3 2019. 260 funds tracked by Wall St. Rank hold AGR as of Q4 2019.

  • Fulcrum Equity Management reported no remaining Avangrid, Inc. position as of Q4 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 76 Avangrid, Inc. shares in Q4 2019, an estimated $4K.
  • Fulcrum Equity Management first reported a position in Avangrid, Inc. in Q3 2019 and held it in 1 quarter.
  • Fulcrum Equity Management's Avangrid, Inc. position peaked at $4K in Q3 2019.
  • 260 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.