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Personal Wealth Partners’s National Grid NGG Stock Holding History

Personal Wealth Partners’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
Q1 		– Sell
-57
Closed -$3K – 417
2019
Q4 		$3K Hold
57
– – ﹤0.01% 320
2019
Q3 		$3K Hold
57
– – ﹤0.01% 328
2019
Q2 		$3K Buy
+57
New +$2.68K ﹤0.01% 265

Other funds holding NGG

Renaissance Technologies
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Capital Research Global Investors
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Personal Wealth Partners's NGG Position: Q1 2020 in Review

Personal Wealth Partners sold out of National Grid (NGG) in Q1 2020, closing a stake of 57 shares — an estimated $3K sold.

Personal Wealth Partners first reported a position in NGG in Q2 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 346 funds tracked by Wall St. Rank hold NGG as of Q1 2020.

  • Personal Wealth Partners reported no remaining National Grid position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 57 National Grid shares in Q1 2020, an estimated $3K.
  • Personal Wealth Partners first reported a position in National Grid in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's National Grid position peaked at $3K in Q4 2019.
  • 346 funds tracked by Wall St. Rank held National Grid as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.