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Gary Goldberg Planning Services’s National Grid NGG Stock Holding History

Gary Goldberg Planning Services’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
2014
Q2 		– Sell
-1
Closed – – 443
2014
Q1 		$0 Buy
+1
New +$64 ﹤0.01% 427

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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Gary Goldberg Planning Services's NGG Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of National Grid (NGG) in Q2 2014, closing a stake of 1 share.

Gary Goldberg Planning Services first reported a position in NGG in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 322 funds tracked by Wall St. Rank hold NGG as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining National Grid position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 1 National Grid share in Q2 2014.
  • Gary Goldberg Planning Services first reported a position in National Grid in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's National Grid position peaked at $0 in Q1 2014.
  • 322 funds tracked by Wall St. Rank held National Grid as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.