Sigma Planning Corp’s Avangrid, Inc. AGR Stock Holding History

Sigma Planning Corp’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
2019 Q4	–	Sell	-3,917	Closed	-$205K	–	1121
2019 Q3	$205K	Sell	3,917 -1,393	-26%	-$70K	0.01%	909
2019 Q2	$268K	Buy	5,310 +2	+0%	+$102	0.01%	790
2019 Q1	$267K	Sell	5,308 -418	-7%	-$20.6K	0.02%	726
2018 Q4	$287K	Sell	5,726 -298	-5%	-$14.6K	0.02%	617
2018 Q3	$289K	Buy	6,024 +323	+6%	+$16.3K	0.02%	713
2018 Q2	$302K	Sell	5,701 -86	-1%	-$4.45K	0.02%	647
2018 Q1	$296K	Sell	5,787 -348	-6%	-$17K	0.02%	612
2017 Q4	$310K	Buy	6,135 +409	+7%	+$20.7K	0.02%	588
2017 Q3	$272K	Buy	5,726 +115	+2%	+$5.34K	0.02%	644
2017 Q2	$248K	Sell	5,611 -76	-1%	-$3.38K	0.02%	634
2017 Q1	$243K	Buy	5,687 +4	+0.1%	+$163	0.02%	632
2016 Q4	$215K	Sell	5,683 -149	-3%	-$5.69K	0.02%	615
2016 Q3	$244K	Sell	5,832 -309	-5%	-$13.5K	0.03%	582
2016 Q2	$283K	Buy	6,141 +390	+7%	+$16.1K	0.04%	498
2016 Q1	$231K	Buy	+5,751	New	+$225K	0.03%	547

Other funds holding AGR

Wellington Management Group

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

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

Royal Bank of Canada

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

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

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

First Trust Advisors

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

Mitsubishi UFJ Trust & Banking

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

Renaissance Technologies

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

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