MYIA
AGR

Mount Yale Investment Advisors’s Avangrid, Inc. AGR Stock Holding History

Mount Yale Investment Advisors’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
-20
Closed -$1K – 809
2018
Q3 		$1K Hold
20
– – ﹤0.01% 926
2018
Q2 		$1K Hold
20
– – ﹤0.01% 941
2018
Q1 		$1K Buy
+20
New +$975 ﹤0.01% 935

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 $315B AUM 27.84% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Mount Yale Investment Advisors's AGR Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Avangrid, Inc. (AGR) in Q4 2018, closing a stake of 20 shares — an estimated $1K sold.

Mount Yale Investment Advisors first reported a position in AGR in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 260 funds tracked by Wall St. Rank hold AGR as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Avangrid, Inc. position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 20 Avangrid, Inc. shares in Q4 2018, an estimated $1K.
  • Mount Yale Investment Advisors first reported a position in Avangrid, Inc. in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Avangrid, Inc. position peaked at $1K in Q3 2018.
  • 260 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.