GWMIA
NGG icon

Global Wealth Management Investment Advisory’s National Grid NGG Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q3 		– Sell
-1,072
Closed -$58K – 560
2020
Q2 		$58K Sell
1,072
-30
-3% -$1.52K 0.02% 177
2020
Q1 		$57K Hold
1,102
– – 0.03% 163
2019
Q4 		$61K Sell
1,102
-131
-11% -$6.73K 0.03% 167
2019
Q3 		$59K Sell
1,233
-277
-18% -$12.8K 0.03% 156
2019
Q2 		$71K Sell
1,510
-935
-38% -$43.9K 0.03% 155
2019
Q1 		$121K Sell
2,445
-2,833
-54% -$137K 0.06% 141
2018
Q4 		$224K Buy
+5,278
New +$247K 0.13% 124

Other funds holding NGG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return