Proficio Capital Partners’s National Grid NGG Stock Holding History

Proficio Capital 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
2019 Q3	–	Sell	-92	Closed	-$4K	–	1036
2019 Q2	$4K	Buy	+92	New	+$4.32K	﹤0.01%	1303
2019 Q1	–	Sell	-848	Closed	-$36K	–	1753
2018 Q4	$36K	Sell	848 -374	-31%	-$17.5K	0.02%	379
2018 Q3	$56K	Sell	1,222 -82	-6%	-$3.9K	0.02%	320
2018 Q2	$64K	Buy	1,304 +58	+5%	+$2.93K	0.03%	284
2018 Q1	$62K	Sell	1,246 -146	-10%	-$7.12K	0.02%	290
2017 Q4	$72K	Buy	1,392 +214	+18%	+$11.4K	0.03%	271
2017 Q3	$65K	Buy	1,178 +952	+421%	+$53.2K	0.03%	328
2017 Q2	$13K	Sell	226 -1,453	-87%	-$88.8K	0.01%	736
2017 Q1	$114K	Buy	1,679 +1,565	+1,373%	+$90.3K	0.05%	228
2016 Q4	$6K	Sell	114 -735	-87%	-$43.5K	﹤0.01%	720
2016 Q3	$58K	Sell	849 -209	-20%	-$14.5K	0.03%	246
2016 Q2	$75K	Buy	1,058 +96	+10%	+$6.64K	0.05%	201
2016 Q1	$66K	Buy	962 +755	+365%	+$50.4K	0.06%	170
2015 Q4	$14K	Buy	+207	New	+$14K	0.01%	232

Other funds holding NGG

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return