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Summit Wealth & Retirement Planning’s National Grid NGG Stock Holding History

Summit Wealth & Retirement Planning’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
Q4 		– Sell
-11,882
Closed -$569K – 127
2019
Q3 		$569K Sell
11,882
-452
-4% -$20.9K 0.34% 63
2019
Q2 		$580K Buy
+12,334
New +$579K 0.34% 67

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Wealth & Retirement Planning's NGG Position: Q4 2019 in Review

Summit Wealth & Retirement Planning sold out of National Grid (NGG) in Q4 2019, closing a stake of 11,882 shares — an estimated $569K sold.

Summit Wealth & Retirement Planning first reported a position in NGG in Q2 2019 and held it in 2 quarters. The position peaked at $580K in Q2 2019. 357 funds tracked by Wall St. Rank hold NGG as of Q4 2019.

  • Summit Wealth & Retirement Planning reported no remaining National Grid position as of Q4 2019 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 11,882 National Grid shares in Q4 2019, an estimated $569K.
  • Summit Wealth & Retirement Planning first reported a position in National Grid in Q2 2019 and held it in 2 quarters.
  • Summit Wealth & Retirement Planning's National Grid position peaked at $580K in Q2 2019.
  • 357 funds tracked by Wall St. Rank held National Grid as of Q4 2019.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2019, filed 10 Feb 2020.