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	–	1482
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 $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return