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Integrated Wealth Counsel’s National Grid NGG Stock Holding History

Integrated Wealth Counsel’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
2013
Q3 		– Sell
-133
Closed -$7K – 204
2013
Q2 		$7K Buy
+133
New +$7.77K 0.01% 171

Other funds holding NGG

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Integrated Wealth Counsel's NGG Position: Q3 2013 in Review

Integrated Wealth Counsel sold out of National Grid (NGG) in Q3 2013, closing a stake of 133 shares — an estimated $7K sold.

Integrated Wealth Counsel first reported a position in NGG in Q2 2013 and held it in 1 quarter. The position peaked at $7K in Q2 2013. 277 funds tracked by Wall St. Rank hold NGG as of Q3 2013.

  • Integrated Wealth Counsel reported no remaining National Grid position as of Q3 2013 after selling out during the quarter.
  • Integrated Wealth Counsel sold 133 National Grid shares in Q3 2013, an estimated $7K.
  • Integrated Wealth Counsel first reported a position in National Grid in Q2 2013 and held it in 1 quarter.
  • Integrated Wealth Counsel's National Grid position peaked at $7K in Q2 2013.
  • 277 funds tracked by Wall St. Rank held National Grid as of Q3 2013.

Based on Integrated Wealth Counsel's 13F filing for Q3 2013, filed 1 Nov 2013.