Gupta Wealth Management’s National Grid NGG Stock Holding History

Gupta Wealth Management’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
2016 Q1	$236K	Sell	3,428 -195	-5%	-$13K	0.06%	221
2015 Q4	$243K	Buy	3,623 +259	+8%	+$17.5K	0.06%	224
2015 Q3	$226K	Sell	3,364 -30	-0.9%	-$1.92K	0.06%	229
2015 Q2	$211K	Sell	3,394 -361	-10%	-$23.6K	0.05%	249
2015 Q1	$234K	Buy	+3,755	New	+$247K	0.07%	203

Other funds holding NGG

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gupta Wealth Management's NGG Position: Q1 2016 in Review

Gupta Wealth Management reduced its National Grid (NGG) stake by 5.4% in Q1 2016, selling an estimated $13K and leaving 3,428 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #221.

Gupta Wealth Management first reported a position in NGG in Q1 2015 and has held it in 5 quarters since. The position peaked at $243K in Q4 2015. 353 funds tracked by Wall St. Rank hold NGG as of Q1 2016.

Gupta Wealth Management held 3,428 shares of National Grid worth $236K as of Q1 2016.
Gupta Wealth Management sold 195 National Grid shares in Q1 2016, an estimated $13K.
National Grid made up 0.06% of Gupta Wealth Management's portfolio in Q1 2016, its #221 holding.
Gupta Wealth Management first reported a position in National Grid in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's National Grid position peaked at $243K in Q4 2015.
353 funds tracked by Wall St. Rank held National Grid as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.