YWP
AGR

YorkBridge Wealth Partners’s Avangrid, Inc. AGR Stock Holding History

YorkBridge Wealth Partners’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
2017
Q4 		– Sell
-833
Closed -$40K – 916
2017
Q3 		$40K Hold
833
– – 0.02% 404
2017
Q2 		$36K Hold
833
– – 0.02% 417
2017
Q1 		$37K Hold
833
– – 0.02% 408
2016
Q4 		$31K Buy
+833
New +$31.8K 0.02% 416

Other funds holding AGR

Wellington Management Group
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

YorkBridge Wealth Partners's AGR Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of Avangrid, Inc. (AGR) in Q4 2017, closing a stake of 833 shares — an estimated $40K sold.

YorkBridge Wealth Partners first reported a position in AGR in Q4 2016 and held it in 4 quarters. The position peaked at $40K in Q3 2017. 243 funds tracked by Wall St. Rank hold AGR as of Q4 2017.

  • YorkBridge Wealth Partners reported no remaining Avangrid, Inc. position as of Q4 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 833 Avangrid, Inc. shares in Q4 2017, an estimated $40K.
  • YorkBridge Wealth Partners first reported a position in Avangrid, Inc. in Q4 2016 and held it in 4 quarters.
  • YorkBridge Wealth Partners's Avangrid, Inc. position peaked at $40K in Q3 2017.
  • 243 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.