LPWM
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Lake Point Wealth Management’s National Grid NGG Stock Holding History

Lake Point 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
2019
Q2 		$4K Hold
78
– – ﹤0.01% 457
2019
Q1 		$4K Sell
78
-10,016
-99% -$485K ﹤0.01% 457
2018
Q4 		$428K Buy
+10,094
New +$472K 0.16% 93

Other funds holding NGG

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lake Point Wealth Management's NGG Position: Q2 2019 in Review

Lake Point Wealth Management held its National Grid (NGG) position steady in Q2 2019 at 78 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Lake Point Wealth Management first reported a position in NGG in Q4 2018 and has held it in 3 quarters since. The position peaked at $428K in Q4 2018. 313 funds tracked by Wall St. Rank hold NGG as of Q2 2019.

  • Lake Point Wealth Management held 78 shares of National Grid worth $4K as of Q2 2019.
  • Lake Point Wealth Management left its National Grid share count unchanged in Q2 2019.
  • National Grid made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #457 holding.
  • Lake Point Wealth Management first reported a position in National Grid in Q4 2018 and has held it in 3 quarters since.
  • Lake Point Wealth Management's National Grid position peaked at $428K in Q4 2018.
  • 313 funds tracked by Wall St. Rank held National Grid as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.