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Sanibel Captiva Investment Advisers’s National Grid NGG Stock Holding History

Sanibel Captiva Investment Advisers’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
2013
Q4 		$3.8M Buy
60,288
+3,683
+7% +$221K 2.35% 12
2013
Q3 		$3.23M Buy
56,605
+9,456
+20% +$533K 2.49% 13
2013
Q2 		$2.58M Buy
+47,149
New +$2.75M 2.51% 12

Other funds holding NGG

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Sanibel Captiva Investment Advisers's NGG Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers increased its National Grid (NGG) stake by 6.5% in Q4 2013, buying an estimated $221K and bringing the position to 60,288 shares worth $3.8M. The position accounts for 2.35% of the portfolio, ranked #12.

Sanibel Captiva Investment Advisers first reported a position in NGG in Q2 2013 and has held it in 3 quarters since. 292 funds tracked by Wall St. Rank hold NGG as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 60,288 shares of National Grid worth $3.8M as of Q4 2013.
  • Sanibel Captiva Investment Advisers bought 3,683 National Grid shares in Q4 2013, an estimated $221K.
  • National Grid made up 2.35% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #12 holding.
  • Sanibel Captiva Investment Advisers first reported a position in National Grid in Q2 2013 and has held it in 3 quarters since.
  • 292 funds tracked by Wall St. Rank held National Grid as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.