Suncoast Equity Management’s National Grid NGG Stock Holding History

Suncoast Equity Management’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
2017 Q3	–	Sell	-3,695	Closed	-$205K	–	36
2017 Q2	$205K	Buy	+3,695	New	+$226K	0.06%	35
2016 Q4	–	Sell	-3,016	Closed	-$207K	–	34
2016 Q3	$207K	Sell	3,016 -3,599	-54%	-$249K	0.06%	33
2016 Q2	$474K	Buy	+6,615	New	+$458K	0.15%	26

Other funds holding NGG

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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

RJA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Suncoast Equity Management's NGG Position: Q3 2017 in Review

Suncoast Equity Management sold out of National Grid (NGG) in Q3 2017, closing a stake of 3,695 shares — an estimated $205K sold.

Suncoast Equity Management first reported a position in NGG in Q2 2016 and held it in 3 quarters. The position peaked at $474K in Q2 2016. 327 funds tracked by Wall St. Rank hold NGG as of Q3 2017.

Suncoast Equity Management reported no remaining National Grid position as of Q3 2017 after selling out during the quarter.
Suncoast Equity Management sold 3,695 National Grid shares in Q3 2017, an estimated $205K.
Suncoast Equity Management first reported a position in National Grid in Q2 2016 and held it in 3 quarters.
Suncoast Equity Management's National Grid position peaked at $474K in Q2 2016.
327 funds tracked by Wall St. Rank held National Grid as of Q3 2017.

Based on Suncoast Equity Management's 13F filing for Q3 2017, filed 6 Nov 2017.