MWPCG
AGR

Measured Wealth Private Client Group’s Avangrid, Inc. AGR Stock Holding History

Measured Wealth Private Client Group’s Portfolio AGR Stock Details AGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,142
Closed -$54K – 741
2018
Q3 		$54K Buy
+1,142
New +$57.6K 0.03% 342

Other funds holding AGR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Measured Wealth Private Client Group's AGR Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Avangrid, Inc. (AGR) in Q4 2018, closing a stake of 1,142 shares — an estimated $54K sold.

Measured Wealth Private Client Group first reported a position in AGR in Q3 2018 and held it in 1 quarter. The position peaked at $54K in Q3 2018. 260 funds tracked by Wall St. Rank hold AGR as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Avangrid, Inc. position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,142 Avangrid, Inc. shares in Q4 2018, an estimated $54K.
  • Measured Wealth Private Client Group first reported a position in Avangrid, Inc. in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Avangrid, Inc. position peaked at $54K in Q3 2018.
  • 260 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.