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Progressive Investment Management’s National Grid NGG Stock Holding History

Progressive Investment 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
2015
Q2 		– Sell
-565
Closed -$35K – 75
2015
Q1 		$35K Sell
565
-520
-48% -$34.2K 0.12% 81
2014
Q4 		$74K Buy
1,085
+113
+12% +$7.86K 0.03% 50
2014
Q3 		$67K Hold
972
– – 0.02% 48
2014
Q2 		$70K Buy
972
+877
+923% +$60.7K 0.02% 46
2014
Q1 		$6K Hold
95
– – ﹤0.01% 50
2013
Q4 		$6K Buy
+95
New +$5.7K ﹤0.01% 55

Other funds holding NGG

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Progressive Investment Management's NGG Position: Q2 2015 in Review

Progressive Investment Management sold out of National Grid (NGG) in Q2 2015, closing a stake of 565 shares — an estimated $35K sold.

Progressive Investment Management first reported a position in NGG in Q4 2013 and held it in 6 quarters. The position peaked at $74K in Q4 2014. 324 funds tracked by Wall St. Rank hold NGG as of Q2 2015.

  • Progressive Investment Management reported no remaining National Grid position as of Q2 2015 after selling out during the quarter.
  • Progressive Investment Management sold 565 National Grid shares in Q2 2015, an estimated $35K.
  • Progressive Investment Management first reported a position in National Grid in Q4 2013 and held it in 6 quarters.
  • Progressive Investment Management's National Grid position peaked at $74K in Q4 2014.
  • 324 funds tracked by Wall St. Rank held National Grid as of Q2 2015.

Based on Progressive Investment Management's 13F filing for Q2 2015, filed 12 Aug 2015.