MinichMacGregor Wealth Management’s National Grid NGG Stock Holding History

MinichMacGregor 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
2018 Q4	–	Sell	-85	Closed	-$3K	–	350
2018 Q3	$3K	Hold	85	–	–	﹤0.01%	427
2018 Q2	$4K	Hold	85	–	–	﹤0.01%	406
2018 Q1	$4K	Sell	85 -622	-88%	-$30.3K	﹤0.01%	391
2017 Q4	$36K	Hold	707	–	–	0.03%	137
2017 Q3	$39K	Hold	707	–	–	0.03%	123
2017 Q2	$39K	Buy	+707	New	+$43.2K	0.03%	114
2016 Q4	–	Sell	-707	Closed	-$48K	–	490
2016 Q3	$48K	Buy	+707	New	+$48.9K	0.05%	117

Other funds holding NGG

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

RJA

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

MinichMacGregor Wealth Management's NGG Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of National Grid (NGG) in Q4 2018, closing a stake of 85 shares — an estimated $3K sold.

MinichMacGregor Wealth Management first reported a position in NGG in Q3 2016 and held it in 7 quarters. The position peaked at $48K in Q3 2016. 329 funds tracked by Wall St. Rank hold NGG as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining National Grid position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 85 National Grid shares in Q4 2018, an estimated $3K.
MinichMacGregor Wealth Management first reported a position in National Grid in Q3 2016 and held it in 7 quarters.
MinichMacGregor Wealth Management's National Grid position peaked at $48K in Q3 2016.
329 funds tracked by Wall St. Rank held National Grid as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.