Wealthspire Advisors (Maryland)’s Avangrid, Inc. AGR Stock Holding History

Wealthspire Advisors (Maryland)’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	-205	Closed	-$10K	–	2142
2019 Q1	$10K	Sell	205 -22	-10%	-$1.08K	﹤0.01%	1549
2018 Q4	$11K	Buy	227 +82	+57%	+$4.03K	﹤0.01%	1443
2018 Q3	$7K	Sell	145 -36	-20%	-$1.81K	﹤0.01%	1689
2018 Q2	$10K	Buy	181 +69	+62%	+$3.57K	﹤0.01%	1558
2018 Q1	$6K	Buy	112 +9	+9%	+$439	﹤0.01%	1773
2017 Q4	$5K	Hold	103	–	–	﹤0.01%	1858
2017 Q3	$5K	Hold	103	–	–	﹤0.01%	1809
2017 Q2	$5K	Hold	103	–	–	﹤0.01%	1788
2017 Q1	$4K	Buy	103 +13	+14%	+$531	﹤0.01%	1582
2016 Q4	$3K	Hold	90	–	–	﹤0.01%	1503
2016 Q3	$4K	Hold	90	–	–	﹤0.01%	1451
2016 Q2	$4K	Hold	90	–	–	﹤0.01%	1401
2016 Q1	$4K	Hold	90	–	–	﹤0.01%	1412
2015 Q4	$3K	Buy	+90	New	+$3.27K	﹤0.01%	1487

Other funds holding AGR

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AGR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Avangrid, Inc. (AGR) in Q2 2019, closing a stake of 205 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in AGR in Q4 2015 and held it in 14 quarters. The position peaked at $11K in Q4 2018. 253 funds tracked by Wall St. Rank hold AGR as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Avangrid, Inc. position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 205 Avangrid, Inc. shares in Q2 2019, an estimated $10K.
Wealthspire Advisors (Maryland) first reported a position in Avangrid, Inc. in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Avangrid, Inc. position peaked at $11K in Q4 2018.
253 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.