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Wright Investors Service’s National Grid NGG Stock Holding History

Wright Investors Service’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
2017
Q4 		– Sell
-7,910
Closed -$439K – 224
2017
Q3 		$439K Buy
7,910
+1,170
+17% +$65.3K 0.16% 152
2017
Q2 		$374K Sell
6,740
-2,791
-29% -$170K 0.14% 169
2017
Q1 		$584K Sell
9,531
-4,737
-33% -$273K 0.24% 129
2016
Q4 		$803K Sell
14,268
-26,867
-65% -$1.59M 0.35% 90
2016
Q3 		$2.82M Sell
41,135
-2,254
-5% -$156K 1.18% 23
2016
Q2 		$3.11M Sell
43,389
-11,341
-21% -$785K 1.28% 15
2016
Q1 		$3.77M Sell
54,730
-10,718
-16% -$716K 1.49% 8
2015
Q4 		$4.39M Buy
65,448
+9,142
+16% +$619K 1.62% 7
2015
Q3 		$3.78M Buy
56,306
+12,781
+29% +$819K 1.71% 8
2015
Q2 		$2.71M Buy
43,525
+8,677
+25% +$568K 1.29% 16
2015
Q1 		$2.17M Sell
34,848
-16,108
-32% -$1.06M 1.04% 22
2014
Q4 		$3.47M Sell
50,956
-3,125
-6% -$217K 1.71% 9
2014
Q3 		$3.75M Buy
54,081
+22,767
+73% +$1.62M 1.85% 6
2014
Q2 		$2.25M Sell
31,314
-746
-2% -$51.7K 1.02% 25
2014
Q1 		$2.13M Sell
32,060
-31,200
-49% -$2.01M 0.96% 26
2013
Q4 		$3.99M Sell
63,260
-8,105
-11% -$486K 1.76% 11
2013
Q3 		$4.07M Sell
71,365
-10,319
-13% -$582K 1.84% 5
2013
Q2 		$4.47M Buy
+81,684
New +$4.77M 2.11% 4

Other funds holding NGG

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Wright Investors Service's NGG Position: Q4 2017 in Review

Wright Investors Service sold out of National Grid (NGG) in Q4 2017, closing a stake of 7,910 shares — an estimated $439K sold.

Wright Investors Service first reported a position in NGG in Q2 2013 and held it in 18 quarters. The position peaked at $4.47M in Q2 2013. 354 funds tracked by Wall St. Rank hold NGG as of Q4 2017.

  • Wright Investors Service reported no remaining National Grid position as of Q4 2017 after selling out during the quarter.
  • Wright Investors Service sold 7,910 National Grid shares in Q4 2017, an estimated $439K.
  • Wright Investors Service first reported a position in National Grid in Q2 2013 and held it in 18 quarters.
  • Wright Investors Service's National Grid position peaked at $4.47M in Q2 2013.
  • 354 funds tracked by Wall St. Rank held National Grid as of Q4 2017.

Based on Wright Investors Service's 13F filing for Q4 2017, filed 30 Jan 2018.