Outlook Wealth Advisors’s National Grid NGG Stock Holding History

Outlook Wealth 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
2020 Q2	–	Sell	-3,980	Closed	-$205K	–	175
2020 Q1	$205K	Sell	3,980 -1,034	-21%	-$57.1K	0.12%	145
2019 Q4	$278K	Sell	5,014 -4,333	-46%	-$223K	0.16%	124
2019 Q3	$447K	Sell	9,347 -874	-9%	-$40.4K	0.27%	82
2019 Q2	$481K	Buy	10,221 +473	+5%	+$22.2K	0.32%	78
2019 Q1	$481K	Sell	9,748 -9,509	-49%	-$460K	0.4%	69
2018 Q4	$817K	Buy	+19,257	New	+$900K	0.37%	71

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Outlook Wealth Advisors's NGG Position: Q2 2020 in Review

Outlook Wealth Advisors sold out of National Grid (NGG) in Q2 2020, closing a stake of 3,980 shares — an estimated $205K sold.

Outlook Wealth Advisors first reported a position in NGG in Q4 2018 and held it in 6 quarters. The position peaked at $817K in Q4 2018. 337 funds tracked by Wall St. Rank hold NGG as of Q2 2020.

Outlook Wealth Advisors reported no remaining National Grid position as of Q2 2020 after selling out during the quarter.
Outlook Wealth Advisors sold 3,980 National Grid shares in Q2 2020, an estimated $205K.
Outlook Wealth Advisors first reported a position in National Grid in Q4 2018 and held it in 6 quarters.
Outlook Wealth Advisors's National Grid position peaked at $817K in Q4 2018.
337 funds tracked by Wall St. Rank held National Grid as of Q2 2020.

Based on Outlook Wealth Advisors's 13F filing for Q2 2020, filed 17 Jul 2020.