Wealthcare Capital Management’s National Grid NGG Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-296	Closed	-$16K	–	459
2021 Q1	$16K	Buy	+296	New	+$15.4K	﹤0.01%	237
2020 Q1	–	Sell	-72	Closed	-$4K	–	508
2019 Q4	$4K	Buy	+72	New	+$3.7K	﹤0.01%	317
2015 Q2	–	Sell	-42	Closed	-$3K	–	703
2015 Q1	$3K	Buy	+42	New	+$2.77K	﹤0.01%	764

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

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

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

RJA

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthcare Capital Management's NGG Position: Q2 2021 in Review

Wealthcare Capital Management sold out of National Grid (NGG) in Q2 2021, closing a stake of 296 shares — an estimated $16K sold.

Wealthcare Capital Management first reported a position in NGG in Q1 2015 and held it in 3 quarters. The position peaked at $16K in Q1 2021. 346 funds tracked by Wall St. Rank hold NGG as of Q2 2021.

Wealthcare Capital Management reported no remaining National Grid position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 296 National Grid shares in Q2 2021, an estimated $16K.
Wealthcare Capital Management first reported a position in National Grid in Q1 2015 and held it in 3 quarters.
Wealthcare Capital Management's National Grid position peaked at $16K in Q1 2021.
346 funds tracked by Wall St. Rank held National Grid as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.