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Stonebridge Financial Planning Group’s National Grid NGG Stock Holding History

Stonebridge Financial Planning Group’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
Q4 		– Sell
-207
Closed -$11K – 401
2020
Q3 		$11K Hold
207
– – 0.01% 313
2020
Q2 		$11K Hold
207
– – 0.01% 303
2020
Q1 		$10K Hold
207
– – 0.01% 303
2019
Q4 		$11K Buy
+207
New +$10.6K 0.01% 285

Other funds holding NGG

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Federated Hermes
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Stonebridge Financial Planning Group's NGG Position: Q4 2020 in Review

Stonebridge Financial Planning Group sold out of National Grid (NGG) in Q4 2020, closing a stake of 207 shares — an estimated $11K sold.

Stonebridge Financial Planning Group first reported a position in NGG in Q4 2019 and held it in 4 quarters. The position peaked at $11K in Q3 2020. 348 funds tracked by Wall St. Rank hold NGG as of Q4 2020.

  • Stonebridge Financial Planning Group reported no remaining National Grid position as of Q4 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 207 National Grid shares in Q4 2020, an estimated $11K.
  • Stonebridge Financial Planning Group first reported a position in National Grid in Q4 2019 and held it in 4 quarters.
  • Stonebridge Financial Planning Group's National Grid position peaked at $11K in Q3 2020.
  • 348 funds tracked by Wall St. Rank held National Grid as of Q4 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2020, filed 27 Jan 2021.