WIL
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Winifred I. Li’s National Grid NGG Stock Holding History

Winifred I. Li’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
2014
Q4 		$179K Sell
2,623
-391
-13% -$27.2K 0.17% 120
2014
Q3 		$209K Sell
3,014
-2,628
-47% -$187K 0.2% 109
2014
Q2 		$405K Sell
5,642
-234
-4% -$16.2K 0.34% 89
2014
Q1 		$389K Sell
5,876
-926
-14% -$59.6K 0.34% 95
2013
Q4 		$429K Sell
6,802
-65
-0.9% -$3.9K 0.37% 91
2013
Q3 		$391K Sell
6,867
-227
-3% -$12.8K 0.36% 94
2013
Q2 		$388K Buy
+7,094
New +$414K 0.36% 90

Other funds holding NGG

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Winifred I. Li's NGG Position: Q4 2014 in Review

Winifred I. Li reduced its National Grid (NGG) stake by 13% in Q4 2014, selling an estimated $27.2K and leaving 2,623 shares worth $179K. The position accounts for 0.17% of the portfolio, ranked #120.

Winifred I. Li first reported a position in NGG in Q2 2013 and has held it in 7 quarters since. The position peaked at $429K in Q4 2013. 342 funds tracked by Wall St. Rank hold NGG as of Q4 2014.

  • Winifred I. Li held 2,623 shares of National Grid worth $179K as of Q4 2014.
  • Winifred I. Li sold 391 National Grid shares in Q4 2014, an estimated $27.2K.
  • National Grid made up 0.17% of Winifred I. Li's portfolio in Q4 2014, its #120 holding.
  • Winifred I. Li first reported a position in National Grid in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's National Grid position peaked at $429K in Q4 2013.
  • 342 funds tracked by Wall St. Rank held National Grid as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.