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Loudon Investment Management’s National Grid NGG Stock Holding History

Loudon Investment 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 		– Sell
-9,014
Closed -$445K – 84
2019
Q1 		$445K Sell
9,014
-15,478
-63% -$749K 0.39% 60
2018
Q4 		$1.04M Sell
24,492
-9,452
-28% -$442K 0.99% 35
2018
Q3 		$1.56M Sell
33,944
-3,744
-10% -$178K 1.25% 28
2018
Q2 		$1.86M Sell
37,688
-3,048
-7% -$154K 1.49% 27
2018
Q1 		$2.03M Sell
40,736
-579
-1% -$28.2K 1.62% 25
2017
Q4 		$2.15M Sell
41,315
-3,815
-8% -$203K 1.63% 25
2017
Q3 		$2.5M Sell
45,130
-2,414
-5% -$135K 1.96% 20
2017
Q2 		$2.64M Sell
47,544
-827
-2% -$50.5K 2.01% 20
2017
Q1 		$2.96M Buy
48,371
+1,985
+4% +$115K 2.25% 14
2016
Q4 		$2.61M Buy
46,386
+1,850
+4% +$110K 2.04% 19
2016
Q3 		$3.06M Sell
44,536
-200
-0.4% -$13.8K 2.37% 13
2016
Q2 		$3.21M Sell
44,736
-1,561
-3% -$108K 2.56% 13
2016
Q1 		$3.19M Sell
46,297
-5,084
-10% -$340K 2.57% 15
2015
Q4 		$3.45M Sell
51,381
-360
-0.7% -$24.4K 2.77% 12
2015
Q3 		$3.48M Buy
51,741
+731
+1% +$46.8K 2.99% 13
2015
Q2 		$3.18M Sell
51,010
-1,866
-4% -$122K 2.41% 16
2015
Q1 		$3.3M Sell
52,876
-150
-0.3% -$9.88K 2.5% 14
2014
Q4 		$3.62M Sell
53,026
-1,347
-2% -$93.6K 2.7% 13
2014
Q3 		$3.77M Buy
54,373
+1,109
+2% +$78.8K 2.69% 13
2014
Q2 		$3.82M Sell
53,264
-1,695
-3% -$117K 2.63% 14
2014
Q1 		$3.65M Sell
54,959
-1,607
-3% -$104K 2.63% 14
2013
Q4 		$3.56M Buy
+56,566
New +$3.39M 2.62% 15

Other funds holding NGG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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 $530B AUM 22.01% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Loudon Investment Management's NGG Position: Q2 2019 in Review

Loudon Investment Management sold out of National Grid (NGG) in Q2 2019, closing a stake of 9,014 shares — an estimated $445K sold.

Loudon Investment Management first reported a position in NGG in Q4 2013 and held it in 22 quarters. The position peaked at $3.82M in Q2 2014. 313 funds tracked by Wall St. Rank hold NGG as of Q2 2019.

  • Loudon Investment Management reported no remaining National Grid position as of Q2 2019 after selling out during the quarter.
  • Loudon Investment Management sold 9,014 National Grid shares in Q2 2019, an estimated $445K.
  • Loudon Investment Management first reported a position in National Grid in Q4 2013 and held it in 22 quarters.
  • Loudon Investment Management's National Grid position peaked at $3.82M in Q2 2014.
  • 313 funds tracked by Wall St. Rank held National Grid as of Q2 2019.

Based on Loudon Investment Management's 13F filing for Q2 2019, filed 13 Aug 2019.