Nelson Capital Management’s National Grid NGG Stock Holding History

Nelson Capital 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
2019 Q2	–	Sell	-38	Closed	-$2K	–	322
2019 Q1	$2K	Hold	38	–	–	﹤0.01%	249
2018 Q4	$2K	Hold	38	–	–	﹤0.01%	261
2018 Q3	$2K	Buy	+38	New	+$1.81K	﹤0.01%	270
2015 Q3	–	Sell	-33	Closed	-$2K	–	259
2015 Q2	$2K	Hold	33	–	–	﹤0.01%	249
2015 Q1	$2K	Hold	33	–	–	﹤0.01%	253
2014 Q4	$2K	Sell	33 -376	-92%	-$26.1K	﹤0.01%	287
2014 Q3	$28K	Buy	+409	New	+$29.1K	0.01%	154

Other funds holding NGG

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Nelson Capital Management's NGG Position: Q2 2019 in Review

Nelson Capital Management sold out of National Grid (NGG) in Q2 2019, closing a stake of 38 shares — an estimated $2K sold.

Nelson Capital Management first reported a position in NGG in Q3 2014 and held it in 7 quarters. The position peaked at $28K in Q3 2014. 313 funds tracked by Wall St. Rank hold NGG as of Q2 2019.

Nelson Capital Management reported no remaining National Grid position as of Q2 2019 after selling out during the quarter.
Nelson Capital Management sold 38 National Grid shares in Q2 2019, an estimated $2K.
Nelson Capital Management first reported a position in National Grid in Q3 2014 and held it in 7 quarters.
Nelson Capital Management's National Grid position peaked at $28K in Q3 2014.
313 funds tracked by Wall St. Rank held National Grid as of Q2 2019.

Based on Nelson Capital Management's 13F filing for Q2 2019, filed 25 Jul 2019.