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Mountain Capital Investment Advisors’s National Grid NGG Stock Holding History

Mountain Capital 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
2017
Q3 		– Sell
-145
Closed -$8K – 532
2017
Q2 		$8K Buy
+145
New +$8.86K 0.01% 323

Other funds holding NGG

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Mountain Capital Investment Advisors's NGG Position: Q3 2017 in Review

Mountain Capital Investment Advisors sold out of National Grid (NGG) in Q3 2017, closing a stake of 145 shares — an estimated $8K sold.

Mountain Capital Investment Advisors first reported a position in NGG in Q2 2017 and held it in 1 quarter. The position peaked at $8K in Q2 2017. 327 funds tracked by Wall St. Rank hold NGG as of Q3 2017.

  • Mountain Capital Investment Advisors reported no remaining National Grid position as of Q3 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 145 National Grid shares in Q3 2017, an estimated $8K.
  • Mountain Capital Investment Advisors first reported a position in National Grid in Q2 2017 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's National Grid position peaked at $8K in Q2 2017.
  • 327 funds tracked by Wall St. Rank held National Grid as of Q3 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2017, filed 1 Nov 2017.