JGIA
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Jackson Grant Investment Advisers’s National Grid NGG Stock Holding History

Jackson Grant Investment Advisers’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 		– Sell
-529
Closed -$35K – 182
2015
Q4 		$35K Buy
+529
New +$35.8K 0.03% 120

Other funds holding NGG

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
CI
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jackson Grant Investment Advisers's NGG Position: Q1 2016 in Review

Jackson Grant Investment Advisers sold out of National Grid (NGG) in Q1 2016, closing a stake of 529 shares — an estimated $35K sold.

Jackson Grant Investment Advisers first reported a position in NGG in Q4 2015 and held it in 1 quarter. The position peaked at $35K in Q4 2015. 353 funds tracked by Wall St. Rank hold NGG as of Q1 2016.

  • Jackson Grant Investment Advisers reported no remaining National Grid position as of Q1 2016 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 529 National Grid shares in Q1 2016, an estimated $35K.
  • Jackson Grant Investment Advisers first reported a position in National Grid in Q4 2015 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's National Grid position peaked at $35K in Q4 2015.
  • 353 funds tracked by Wall St. Rank held National Grid as of Q1 2016.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2016, filed 4 Aug 2016.