SFP
NGG icon

Shepherd Financial Partners’s National Grid NGG Stock Holding History

Shepherd Financial Partners’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
Q1 		– Sell
-20,726
Closed -$1.15M – 129
2019
Q4 		$1.15M Hold
20,726
– – 0.27% 63
2019
Q3 		$992K Hold
20,726
– – 0.25% 60
2019
Q2 		$975K Hold
20,726
– – 0.18% 62
2019
Q1 		$1.02M Hold
20,726
– – 0.2% 61
2018
Q4 		$879K Sell
20,726
-6,373
-24% -$298K 0.19% 62
2018
Q3 		$1.34M Hold
27,099
– – 0.3% 50
2018
Q2 		$1.34M Sell
27,099
-2,694
-9% -$136K 0.3% 49
2018
Q1 		$1.49M Sell
29,793
-535
-2% -$26.1K 0.37% 43
2017
Q4 		$1.58M Hold
30,328
– – 0.37% 44
2017
Q3 		$1.68M Sell
30,328
-601
-2% -$33.6K 0.39% 42
2017
Q2 		$1.66M Sell
30,929
-4
-0% -$244 0.41% 45
2017
Q1 		$1.89M Sell
30,933
-298
-1% -$17.2K 0.49% 41
2016
Q4 		$1.74M Buy
+31,231
New +$1.85M 0.49% 42

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return