MCF Advisors’s National Grid NGG Stock Holding History

MCF 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
2023 Q4	–	Sell	-38	Closed	-$2.18K	–	968
2023 Q3	$2.18K	Buy	+38	New	+$2.3K	﹤0.01%	755
2022 Q4	–	Sell	-197	Closed	-$9K	–	857
2022 Q3	$9K	Hold	197	–	–	﹤0.01%	564
2022 Q2	$12K	Sell	197 -6	-3%	-$397	﹤0.01%	500
2022 Q1	$14K	Buy	+203	New	+$13.5K	﹤0.01%	497
2016 Q3	–	Sell	-21	Closed	-$1K	–	503
2016 Q2	$1K	Buy	+21	New	+$1.45K	﹤0.01%	513

Other funds holding NGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MCF Advisors's NGG Position: Q4 2023 in Review

MCF Advisors sold out of National Grid (NGG) in Q4 2023, closing a stake of 38 shares — an estimated $2.18K sold.

MCF Advisors first reported a position in NGG in Q2 2016 and held it in 5 quarters. The position peaked at $14K in Q1 2022. 428 funds tracked by Wall St. Rank hold NGG as of Q4 2023.

MCF Advisors reported no remaining National Grid position as of Q4 2023 after selling out during the quarter.
MCF Advisors sold 38 National Grid shares in Q4 2023, an estimated $2.18K.
MCF Advisors first reported a position in National Grid in Q2 2016 and held it in 5 quarters.
MCF Advisors's National Grid position peaked at $14K in Q1 2022.
428 funds tracked by Wall St. Rank held National Grid as of Q4 2023.

Based on MCF Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.