RIA
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Regal Investment Advisors’s National Grid NGG Stock Holding History

Regal 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
2015
Q3 		– Sell
-9
Closed – – 1083
2015
Q2 		$0 Sell
9
-91
-91% -$5.96K ﹤0.01% 988
2015
Q1 		$6K Sell
100
-290
-74% -$19.1K ﹤0.01% 782
2014
Q4 		$27K Buy
390
+90
+30% +$6.26K 0.01% 487
2014
Q3 		$21K Sell
300
-86
-22% -$6.11K 0.01% 547
2014
Q2 		$28K Buy
386
+22
+6% +$1.52K 0.01% 489
2014
Q1 		$24K Sell
364
-451
-55% -$29K 0.01% 470
2013
Q4 		$51K Buy
815
+116
+17% +$6.96K 0.03% 288
2013
Q3 		$40K Buy
699
+254
+57% +$14.3K 0.02% 331
2013
Q2 		$24K Buy
+445
New +$26K 0.01% 425

Other funds holding NGG

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $2.77B AUM 58.14% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return