Sheaff Brock Investment Advisors’s National Grid NGG Stock Holding History

Sheaff Brock 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
2017 Q4	–	Sell	-3,843	Closed	-$213K	–	551
2017 Q3	$213K	Sell	3,843 -214	-5%	-$12K	0.03%	468
2017 Q2	$225K	Sell	4,057 -116	-3%	-$7.09K	0.03%	474
2017 Q1	$256K	Buy	4,173 +415	+11%	+$24K	0.03%	438
2016 Q4	$212K	Buy	+3,758	New	+$223K	0.03%	499

Other funds holding NGG

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

RJA

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Sheaff Brock Investment Advisors's NGG Position: Q4 2017 in Review

Sheaff Brock Investment Advisors sold out of National Grid (NGG) in Q4 2017, closing a stake of 3,843 shares — an estimated $213K sold.

Sheaff Brock Investment Advisors first reported a position in NGG in Q4 2016 and held it in 4 quarters. The position peaked at $256K in Q1 2017. 354 funds tracked by Wall St. Rank hold NGG as of Q4 2017.

Sheaff Brock Investment Advisors reported no remaining National Grid position as of Q4 2017 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 3,843 National Grid shares in Q4 2017, an estimated $213K.
Sheaff Brock Investment Advisors first reported a position in National Grid in Q4 2016 and held it in 4 quarters.
Sheaff Brock Investment Advisors's National Grid position peaked at $256K in Q1 2017.
354 funds tracked by Wall St. Rank held National Grid as of Q4 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2017, filed 12 Feb 2018.