Anchor Capital Advisors’s NorthWestern Energy NWE Stock Holding History

Anchor Capital Advisors’s Portfolio NWE Stock Details NWE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-17,834	Closed	-$867K	–	260
2020 Q3	$867K	Sell	17,834 -15,432	-46%	-$819K	0.02%	170
2020 Q2	$1.81M	Sell	33,266 -135	-0.4%	-$7.82K	0.05%	134
2020 Q1	$2M	Buy	33,401 +3,182	+11%	+$227K	0.06%	123
2019 Q4	$2.17M	Sell	30,219 -130	-0.4%	-$9.37K	0.05%	131
2019 Q3	$2.28M	Buy	30,349 +42	+0.1%	+$3.03K	0.08%	122
2019 Q2	$2.19M	Sell	30,307 -898	-3%	-$63.8K	0.08%	121
2019 Q1	$2.2K	Buy	31,205 +5,140	+20%	+$337K	0.05%	118
2018 Q4	$1.55M	Buy	26,065 +11,990	+85%	+$736K	0.06%	135
2018 Q3	$826K	Buy	+14,075	New	+$835K	0.03%	187

Other funds holding NWE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Anchor Capital Advisors's NWE Position: Q4 2020 in Review

Anchor Capital Advisors sold out of NorthWestern Energy (NWE) in Q4 2020, closing a stake of 17,834 shares — an estimated $867K sold.

Anchor Capital Advisors first reported a position in NWE in Q3 2018 and held it in 9 quarters. The position peaked at $2.28M in Q3 2019. 256 funds tracked by Wall St. Rank hold NWE as of Q4 2020.

Anchor Capital Advisors reported no remaining NorthWestern Energy position as of Q4 2020 after selling out during the quarter.
Anchor Capital Advisors sold 17,834 NorthWestern Energy shares in Q4 2020, an estimated $867K.
Anchor Capital Advisors first reported a position in NorthWestern Energy in Q3 2018 and held it in 9 quarters.
Anchor Capital Advisors's NorthWestern Energy position peaked at $2.28M in Q3 2019.
256 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2020.

Based on Anchor Capital Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.