RWA
NGG icon

Ropes Wealth Advisors’s National Grid NGG Stock Holding History

Ropes Wealth 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
Q4 		– Sell
-339
Closed -$17K – 883
2020
Q3 		$17K Buy
+339
New +$17K ﹤0.01% 461
2020
Q1 		– Sell
-75
Closed -$4K – 550
2019
Q4 		$4K Hold
75
– – ﹤0.01% 506
2019
Q3 		$4K Hold
75
– – ﹤0.01% 518
2019
Q2 		$4K Hold
75
– – ﹤0.01% 527
2019
Q1 		$4K Sell
75
-2
-3% -$97 ﹤0.01% 489
2018
Q4 		$3K Sell
77
-120
-61% -$5.61K ﹤0.01% 477
2018
Q3 		$9K Hold
197
– – ﹤0.01% 465
2018
Q2 		$10K Hold
197
– – ﹤0.01% 474
2018
Q1 		$10K Sell
197
-281
-59% -$13.7K ﹤0.01% 459
2017
Q4 		$25K Sell
478
-646
-57% -$34.5K 0.01% 413
2017
Q3 		$62K Sell
1,124
-311
-22% -$17.4K 0.02% 307
2017
Q2 		$80K Buy
1,435
+185
+15% +$11.3K 0.02% 281
2017
Q1 		$77K Hold
1,250
– – 0.02% 286
2016
Q4 		$70K Hold
1,250
– – 0.02% 284
2016
Q3 		$86K Hold
1,250
– – 0.03% 255
2016
Q2 		$90K Hold
1,250
– – 0.03% 237
2016
Q1 		$86K Buy
1,250
+641
+105% +$42.8K 0.04% 192
2015
Q4 		$41K Hold
609
– – 0.02% 257
2015
Q3 		$41K Buy
609
+357
+142% +$22.9K 0.02% 270
2015
Q2 		$16K Hold
252
– – 0.01% 235
2015
Q1 		$16K Buy
+252
New +$16.6K 0.01% 239

Other funds holding NGG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return