Moneta Group Investment Advisors’s National Grid NGG Stock Holding History

Moneta Group Investment 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
2018 Q3	–	Sell	-688	Closed	-$34K	–	318
2018 Q2	$34K	Sell	688 -26,202	-97%	-$1.32M	﹤0.01%	333
2018 Q1	$28K	Buy	+26,890	New	+$1.31M	﹤0.01%	366
2015 Q4	–	Sell	-841	Closed	-$56K	–	320
2015 Q3	$56K	Buy	+841	New	+$53.9K	0.02%	220

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

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Moneta Group Investment Advisors's NGG Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of National Grid (NGG) in Q3 2018, closing a stake of 688 shares — an estimated $34K sold.

Moneta Group Investment Advisors first reported a position in NGG in Q3 2015 and held it in 3 quarters. The position peaked at $56K in Q3 2015. 337 funds tracked by Wall St. Rank hold NGG as of Q3 2018.

Moneta Group Investment Advisors reported no remaining National Grid position as of Q3 2018 after selling out during the quarter.
Moneta Group Investment Advisors sold 688 National Grid shares in Q3 2018, an estimated $34K.
Moneta Group Investment Advisors first reported a position in National Grid in Q3 2015 and held it in 3 quarters.
Moneta Group Investment Advisors's National Grid position peaked at $56K in Q3 2015.
337 funds tracked by Wall St. Rank held National Grid as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.