OWA
AGR

Outlook Wealth Advisors’s Avangrid, Inc. AGR Stock Holding History

Outlook Wealth 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
2019
Q1 		– Sell
-870
Closed -$436K – 192
2018
Q4 		$436K Buy
+870
New +$42.8K 0.2% 122

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Outlook Wealth Advisors's AGR Position: Q1 2019 in Review

Outlook Wealth Advisors sold out of Avangrid, Inc. (AGR) in Q1 2019, closing a stake of 870 shares — an estimated $436K sold.

Outlook Wealth Advisors first reported a position in AGR in Q4 2018 and held it in 1 quarter. The position peaked at $436K in Q4 2018. 276 funds tracked by Wall St. Rank hold AGR as of Q1 2019.

  • Outlook Wealth Advisors reported no remaining Avangrid, Inc. position as of Q1 2019 after selling out during the quarter.
  • Outlook Wealth Advisors sold 870 Avangrid, Inc. shares in Q1 2019, an estimated $436K.
  • Outlook Wealth Advisors first reported a position in Avangrid, Inc. in Q4 2018 and held it in 1 quarter.
  • Outlook Wealth Advisors's Avangrid, Inc. position peaked at $436K in Q4 2018.
  • 276 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q1 2019.

Based on Outlook Wealth Advisors's 13F filing for Q1 2019, filed 6 May 2019.