TrueWealth LLC’s National Grid NGG Stock Holding History

TrueWealth LLC’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
2018 Q1	–	Sell	-51	Closed	-$3K	–	878
2017 Q4	$3K	Buy	+51	New	+$2.72K	﹤0.01%	763

Other funds holding NGG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

TrueWealth LLC's NGG Position: Q1 2018 in Review

TrueWealth LLC sold out of National Grid (NGG) in Q1 2018, closing a stake of 51 shares — an estimated $3K sold.

TrueWealth LLC first reported a position in NGG in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 338 funds tracked by Wall St. Rank hold NGG as of Q1 2018.

TrueWealth LLC reported no remaining National Grid position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 51 National Grid shares in Q1 2018, an estimated $3K.
TrueWealth LLC first reported a position in National Grid in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's National Grid position peaked at $3K in Q4 2017.
338 funds tracked by Wall St. Rank held National Grid as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.