MJP
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Michael J. Puzo’s National Grid NGG Stock Holding History

Michael J. Puzo’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
2015
Q3 		– Sell
-3,555
Closed -$221K – 123
2015
Q2 		$221K Sell
3,555
-560
-14% -$36.6K 0.14% 75
2015
Q1 		$256K Sell
4,115
-124
-3% -$8.16K 0.16% 74
2014
Q4 		$289K Buy
4,239
+145
+4% +$10.1K 0.19% 71
2014
Q3 		$284K Sell
4,094
-3,525
-46% -$251K 0.19% 70
2014
Q2 		$547K Sell
7,619
-4,664
-38% -$323K 0.38% 57
2014
Q1 		$814K Sell
12,283
-415
-3% -$26.7K 0.59% 50
2013
Q4 		$800K Hold
12,698
– – 0.58% 49
2013
Q3 		$724K Sell
12,698
-849
-6% -$47.9K 0.61% 47
2013
Q2 		$741K Buy
+13,547
New +$791K 0.65% 45

Other funds holding NGG

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return

Michael J. Puzo's NGG Position: Q3 2015 in Review

Michael J. Puzo sold out of National Grid (NGG) in Q3 2015, closing a stake of 3,555 shares — an estimated $221K sold.

Michael J. Puzo first reported a position in NGG in Q2 2013 and held it in 9 quarters. The position peaked at $814K in Q1 2014. 337 funds tracked by Wall St. Rank hold NGG as of Q3 2015.

  • Michael J. Puzo reported no remaining National Grid position as of Q3 2015 after selling out during the quarter.
  • Michael J. Puzo sold 3,555 National Grid shares in Q3 2015, an estimated $221K.
  • Michael J. Puzo first reported a position in National Grid in Q2 2013 and held it in 9 quarters.
  • Michael J. Puzo's National Grid position peaked at $814K in Q1 2014.
  • 337 funds tracked by Wall St. Rank held National Grid as of Q3 2015.

Based on Michael J. Puzo's 13F filing for Q3 2015, filed 13 Nov 2015.