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JOYN Advisors’s National Grid NGG Stock Holding History

JOYN 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
Q1 		– Sell
-284
Closed -$12K – 940
2018
Q4 		$12K Hold
284
– – ﹤0.01% 896
2018
Q3 		$13K Sell
284
-175
-38% -$8.33K ﹤0.01% 847
2018
Q2 		$23K Buy
459
+284
+162% +$14.3K ﹤0.01% 622
2018
Q1 		$9K Buy
+175
New +$8.54K ﹤0.01% 788

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

JOYN Advisors's NGG Position: Q1 2019 in Review

JOYN Advisors sold out of National Grid (NGG) in Q1 2019, closing a stake of 284 shares — an estimated $12K sold.

JOYN Advisors first reported a position in NGG in Q1 2018 and held it in 4 quarters. The position peaked at $23K in Q2 2018. 340 funds tracked by Wall St. Rank hold NGG as of Q1 2019.

  • JOYN Advisors reported no remaining National Grid position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 284 National Grid shares in Q1 2019, an estimated $12K.
  • JOYN Advisors first reported a position in National Grid in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's National Grid position peaked at $23K in Q2 2018.
  • 340 funds tracked by Wall St. Rank held National Grid as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.