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Realta Investment Advisors’s National Grid NGG Stock Holding History

Realta Investment 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
Q1 		– Sell
-598
Closed -$30K – 996
2019
Q4 		$30K Hold
598
– – 0.01% 808
2019
Q3 		$28K Hold
598
– – 0.01% 824
2019
Q2 		$28K Buy
598
+125
+26% +$5.87K 0.01% 822
2019
Q1 		$24K Buy
+473
New +$22.9K 0.01% 711

Other funds holding NGG

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
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

Realta Investment Advisors's NGG Position: Q1 2020 in Review

Realta Investment Advisors sold out of National Grid (NGG) in Q1 2020, closing a stake of 598 shares — an estimated $30K sold.

Realta Investment Advisors first reported a position in NGG in Q1 2019 and held it in 4 quarters. The position peaked at $30K in Q4 2019. 346 funds tracked by Wall St. Rank hold NGG as of Q1 2020.

  • Realta Investment Advisors reported no remaining National Grid position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 598 National Grid shares in Q1 2020, an estimated $30K.
  • Realta Investment Advisors first reported a position in National Grid in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's National Grid position peaked at $30K in Q4 2019.
  • 346 funds tracked by Wall St. Rank held National Grid as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.