Shelton Capital Management’s Avangrid, Inc. AGR Stock Holding History

Shelton Capital Management’s Portfolio AGR Stock Details AGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-12,200	Closed	-$616K	–	830
2020 Q3	$616K	Buy	+12,200	New	+$587K	0.03%	405

Other funds holding AGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shelton Capital Management's AGR Position: Q4 2020 in Review

Shelton Capital Management sold out of Avangrid, Inc. (AGR) in Q4 2020, closing a stake of 12,200 shares — an estimated $616K sold.

Shelton Capital Management first reported a position in AGR in Q3 2020 and held it in 1 quarter. The position peaked at $616K in Q3 2020. 265 funds tracked by Wall St. Rank hold AGR as of Q4 2020.

Shelton Capital Management reported no remaining Avangrid, Inc. position as of Q4 2020 after selling out during the quarter.
Shelton Capital Management sold 12,200 Avangrid, Inc. shares in Q4 2020, an estimated $616K.
Shelton Capital Management first reported a position in Avangrid, Inc. in Q3 2020 and held it in 1 quarter.
Shelton Capital Management's Avangrid, Inc. position peaked at $616K in Q3 2020.
265 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2020.

Based on Shelton Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.