WSTAM
AGR

Wilbanks Smith & Thomas Asset Management’s Avangrid, Inc. AGR Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-410
Closed -$20K – 1359
2018
Q3 		$20K Buy
+410
New +$20.7K ﹤0.01% 884

Other funds holding AGR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's AGR Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Avangrid, Inc. (AGR) in Q4 2018, closing a stake of 410 shares — an estimated $20K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in AGR in Q3 2018 and held it in 1 quarter. The position peaked at $20K in Q3 2018. 260 funds tracked by Wall St. Rank hold AGR as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Avangrid, Inc. position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 410 Avangrid, Inc. shares in Q4 2018, an estimated $20K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Avangrid, Inc. in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Avangrid, Inc. position peaked at $20K in Q3 2018.
  • 260 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.