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Avantax Planning Partners’s NorthWestern Energy NWE Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-2,112
Closed -$124K – 901
2018
Q3 		$124K Buy
+2,112
New +$125K 0.01% 306
2018
Q2 		– Sell
-2,112
Closed -$114K – 1060
2018
Q1 		$114K Buy
+2,112
New +$112K 0.01% 389
2017
Q3 		– Sell
-4,338
Closed -$265K – 372
2017
Q2 		$265K Buy
+4,338
New +$265K 0.02% 273

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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Avantax Planning Partners's NWE Position: Q4 2018 in Review

Avantax Planning Partners sold out of NorthWestern Energy (NWE) in Q4 2018, closing a stake of 2,112 shares — an estimated $124K sold.

Avantax Planning Partners first reported a position in NWE in Q2 2017 and held it in 3 quarters. The position peaked at $265K in Q2 2017. 263 funds tracked by Wall St. Rank hold NWE as of Q4 2018.

  • Avantax Planning Partners reported no remaining NorthWestern Energy position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 2,112 NorthWestern Energy shares in Q4 2018, an estimated $124K.
  • Avantax Planning Partners first reported a position in NorthWestern Energy in Q2 2017 and held it in 3 quarters.
  • Avantax Planning Partners's NorthWestern Energy position peaked at $265K in Q2 2017.
  • 263 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.