WealthPLAN Partners’s Avangrid, Inc. AGR Stock Holding History

WealthPLAN Partners’s Portfolio AGR Stock Details AGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-10,775	Closed	-$539K	–	280
2019 Q1	$539K	Buy	10,775 +710	+7%	+$35K	0.08%	159
2018 Q4	$509K	Buy	10,065 +155	+2%	+$7.62K	0.08%	151
2018 Q3	$501K	Buy	9,910 +1,520	+18%	+$76.6K	0.09%	144
2018 Q2	$444K	Buy	8,390 +250	+3%	+$12.9K	0.09%	149
2018 Q1	$417K	Buy	8,140 +3,825	+89%	+$186K	0.09%	157
2017 Q4	$218K	Hold	4,315	–	–	0.06%	192
2017 Q3	$205K	Buy	+4,315	New	+$200K	0.06%	183

Other funds holding AGR

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

WealthPLAN Partners's AGR Position: Q2 2019 in Review

WealthPLAN Partners sold out of Avangrid, Inc. (AGR) in Q2 2019, closing a stake of 10,775 shares — an estimated $539K sold.

WealthPLAN Partners first reported a position in AGR in Q3 2017 and held it in 7 quarters. The position peaked at $539K in Q1 2019. 253 funds tracked by Wall St. Rank hold AGR as of Q2 2019.

WealthPLAN Partners reported no remaining Avangrid, Inc. position as of Q2 2019 after selling out during the quarter.
WealthPLAN Partners sold 10,775 Avangrid, Inc. shares in Q2 2019, an estimated $539K.
WealthPLAN Partners first reported a position in Avangrid, Inc. in Q3 2017 and held it in 7 quarters.
WealthPLAN Partners's Avangrid, Inc. position peaked at $539K in Q1 2019.
253 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q2 2019.

Based on WealthPLAN Partners's 13F filing for Q2 2019, filed 19 Aug 2019.