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B. Riley Wealth Advisors’s NorthWestern Energy NWE Stock Holding History

B. Riley Wealth 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
2015
Q1 		– Sell
-188
Closed -$11 – 1506
2014
Q4 		$11 Buy
+188
New +$9.81K ﹤0.01% 2820
2014
Q3 		– Sell
-188
Closed -$9.81K – 1467
2014
Q2 		$9.81K Buy
+188
New +$9.04K ﹤0.01% 1797

Other funds holding NWE

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

B. Riley Wealth Advisors's NWE Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of NorthWestern Energy (NWE) in Q1 2015, closing a stake of 188 shares — an estimated $11 sold.

B. Riley Wealth Advisors first reported a position in NWE in Q2 2014 and held it in 2 quarters. The position peaked at $9.81K in Q2 2014. 198 funds tracked by Wall St. Rank hold NWE as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining NorthWestern Energy position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 188 NorthWestern Energy shares in Q1 2015, an estimated $11.
  • B. Riley Wealth Advisors first reported a position in NorthWestern Energy in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's NorthWestern Energy position peaked at $9.81K in Q2 2014.
  • 198 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.