Squar Milner Financial Services’s National Grid NGG Stock Holding History

Squar Milner Financial 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
2019 Q3	–	Sell	-96	Closed	-$5K	–	536
2019 Q2	$5K	Sell	96 -163	-63%	-$7.65K	﹤0.01%	599
2019 Q1	$12K	Buy	259 +163	+170%	+$7.89K	0.01%	489
2018 Q4	$4K	Hold	96	–	–	﹤0.01%	601
2018 Q3	$4K	Hold	96	–	–	﹤0.01%	651
2018 Q2	$5K	Buy	+96	New	+$4.85K	﹤0.01%	700

Other funds holding NGG

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

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

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

RJA

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

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

EIC

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Squar Milner Financial Services's NGG Position: Q3 2019 in Review

Squar Milner Financial Services sold out of National Grid (NGG) in Q3 2019, closing a stake of 96 shares — an estimated $5K sold.

Squar Milner Financial Services first reported a position in NGG in Q2 2018 and held it in 5 quarters. The position peaked at $12K in Q1 2019. 327 funds tracked by Wall St. Rank hold NGG as of Q3 2019.

Squar Milner Financial Services reported no remaining National Grid position as of Q3 2019 after selling out during the quarter.
Squar Milner Financial Services sold 96 National Grid shares in Q3 2019, an estimated $5K.
Squar Milner Financial Services first reported a position in National Grid in Q2 2018 and held it in 5 quarters.
Squar Milner Financial Services's National Grid position peaked at $12K in Q1 2019.
327 funds tracked by Wall St. Rank held National Grid as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.