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Heritage Wealth Advisors’s National Grid NGG Stock Holding History

Heritage Wealth Advisors’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
2019
Q3 		– Sell
-836
Closed -$39.3K – 457
2019
Q2 		$39.3K Hold
836
– – 0.01% 284
2019
Q1 		$41.3K Buy
+836
New +$40.5K 0.01% 245

Other funds holding NGG

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Heritage Wealth Advisors's NGG Position: Q3 2019 in Review

Heritage Wealth Advisors sold out of National Grid (NGG) in Q3 2019, closing a stake of 836 shares — an estimated $39.3K sold.

Heritage Wealth Advisors first reported a position in NGG in Q1 2019 and held it in 2 quarters. The position peaked at $41.3K in Q1 2019. 327 funds tracked by Wall St. Rank hold NGG as of Q3 2019.

  • Heritage Wealth Advisors reported no remaining National Grid position as of Q3 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 836 National Grid shares in Q3 2019, an estimated $39.3K.
  • Heritage Wealth Advisors first reported a position in National Grid in Q1 2019 and held it in 2 quarters.
  • Heritage Wealth Advisors's National Grid position peaked at $41.3K in Q1 2019.
  • 327 funds tracked by Wall St. Rank held National Grid as of Q3 2019.

Based on Heritage Wealth Advisors's 13F filing for Q3 2019, filed 30 Oct 2019.