Shine Investment Advisory Services’s National Grid NGG Stock Holding History

Shine Investment Advisory Services’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 Q3	$21K	Hold	405	–	–	0.01%	442
2020 Q2	$22K	Hold	405	–	–	0.01%	451
2020 Q1	$21K	Sell	405 -29	-7%	-$1.6K	0.01%	414
2019 Q4	$24K	Buy	434 +79	+22%	+$4.06K	0.01%	458
2019 Q3	$17K	Hold	355	–	–	0.01%	474
2019 Q2	$17K	Buy	+355	New	+$16.7K	0.01%	479

Other funds holding NGG

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Shine Investment Advisory Services's NGG Position: Q3 2020 in Review

Shine Investment Advisory Services held its National Grid (NGG) position steady in Q3 2020 at 405 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #442.

Shine Investment Advisory Services first reported a position in NGG in Q2 2019 and has held it in 6 quarters since. The position peaked at $24K in Q4 2019. 336 funds tracked by Wall St. Rank hold NGG as of Q3 2020.

Shine Investment Advisory Services held 405 shares of National Grid worth $21K as of Q3 2020.
Shine Investment Advisory Services left its National Grid share count unchanged in Q3 2020.
National Grid made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #442 holding.
Shine Investment Advisory Services first reported a position in National Grid in Q2 2019 and has held it in 6 quarters since.
Shine Investment Advisory Services's National Grid position peaked at $24K in Q4 2019.
336 funds tracked by Wall St. Rank held National Grid as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.