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Wealthspire Advisors (Maryland)’s National Grid NGG Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-811
Closed -$40K – 1454
2019
Q1 		$40K Sell
811
-666
-45% -$32.2K ﹤0.01% 975
2018
Q4 		$63K Sell
1,477
-449
-23% -$21K 0.01% 760
2018
Q3 		$88K Sell
1,926
-418
-18% -$19.9K 0.01% 744
2018
Q2 		$116K Buy
2,344
+277
+13% +$14K 0.01% 649
2018
Q1 		$103K Sell
2,067
-512
-20% -$25K 0.01% 701
2017
Q4 		$134K Sell
2,579
-146
-5% -$7.79K 0.01% 611
2017
Q3 		$151K Sell
2,725
-121
-4% -$6.76K 0.02% 566
2017
Q2 		$158K Buy
2,846
+848
+42% +$51.8K 0.02% 536
2017
Q1 		$122K Buy
1,998
+795
+66% +$45.9K 0.02% 529
2016
Q4 		$68K Sell
1,203
-195
-14% -$11.6K 0.01% 687
2016
Q3 		$96K Buy
1,398
+83
+6% +$5.74K 0.02% 581
2016
Q2 		$94K Hold
1,315
– – 0.02% 545
2016
Q1 		$91K Buy
1,315
+57
+5% +$3.81K 0.02% 540
2015
Q4 		$84K Buy
+1,258
New +$85.2K 0.02% 569

Other funds holding NGG

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
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
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of National Grid (NGG) in Q2 2019, closing a stake of 811 shares — an estimated $40K sold.

Wealthspire Advisors (Maryland) first reported a position in NGG in Q4 2015 and held it in 14 quarters. The position peaked at $158K in Q2 2017. 313 funds tracked by Wall St. Rank hold NGG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining National Grid position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 811 National Grid shares in Q2 2019, an estimated $40K.
  • Wealthspire Advisors (Maryland) first reported a position in National Grid in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s National Grid position peaked at $158K in Q2 2017.
  • 313 funds tracked by Wall St. Rank held National Grid as of Q2 2019.

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