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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 $69.6B AUM 42.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Regal Investment Advisors's NGG Position: Q3 2015 in Review

Regal Investment Advisors sold out of National Grid (NGG) in Q3 2015, closing a stake of 9 shares.

Regal Investment Advisors first reported a position in NGG in Q2 2013 and held it in 9 quarters. The position peaked at $51K in Q4 2013. 338 funds tracked by Wall St. Rank hold NGG as of Q3 2015.

  • Regal Investment Advisors reported no remaining National Grid position as of Q3 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 9 National Grid shares in Q3 2015.
  • Regal Investment Advisors first reported a position in National Grid in Q2 2013 and held it in 9 quarters.
  • Regal Investment Advisors's National Grid position peaked at $51K in Q4 2013.
  • 338 funds tracked by Wall St. Rank held National Grid as of Q3 2015.

Based on Regal Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.