Roble Belko & Company’s National Grid NGG Stock Holding History

Roble Belko & Company’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
2022 Q1	–	Sell	-83	Closed	-$5K	–	384
2021 Q4	$5K	Buy	+83	New	+$4.87K	﹤0.01%	290
2016 Q2	–	Sell	-457	Closed	-$31K	–	291
2016 Q1	$31K	Hold	457	–	–	0.02%	112
2015 Q4	$31K	Hold	457	–	–	0.02%	106
2015 Q3	$31K	Hold	457	–	–	0.02%	101
2015 Q2	$28K	Hold	457	–	–	0.02%	116
2015 Q1	$28K	Buy	+457	New	+$30.1K	0.02%	115

Other funds holding NGG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Roble Belko & Company's NGG Position: Q1 2022 in Review

Roble Belko & Company sold out of National Grid (NGG) in Q1 2022, closing a stake of 83 shares — an estimated $5K sold.

Roble Belko & Company first reported a position in NGG in Q1 2015 and held it in 6 quarters. The position peaked at $31K in Q1 2016. 373 funds tracked by Wall St. Rank hold NGG as of Q1 2022.

Roble Belko & Company reported no remaining National Grid position as of Q1 2022 after selling out during the quarter.
Roble Belko & Company sold 83 National Grid shares in Q1 2022, an estimated $5K.
Roble Belko & Company first reported a position in National Grid in Q1 2015 and held it in 6 quarters.
Roble Belko & Company's National Grid position peaked at $31K in Q1 2016.
373 funds tracked by Wall St. Rank held National Grid as of Q1 2022.

Based on Roble Belko & Company's 13F filing for Q1 2022, filed 6 May 2022.