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BHF Kleinwort Benson Group’s NorthWestern Energy NWE Stock Holding History

BHF Kleinwort Benson Group’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
2016
Q1 		$1.24M Buy
20,021
+4,077
+26% +$235K 0.04% 205
2015
Q4 		$865K Buy
15,944
+6,646
+71% +$362K 0.02% 256
2015
Q3 		$501K Buy
+9,298
New +$485K 0.02% 207

Other funds holding NWE

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

BHF Kleinwort Benson Group's NWE Position: Q1 2016 in Review

BHF Kleinwort Benson Group increased its NorthWestern Energy (NWE) stake by 26% in Q1 2016, buying an estimated $235K and bringing the position to 20,021 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #205.

BHF Kleinwort Benson Group first reported a position in NWE in Q3 2015 and has held it in 3 quarters since. 216 funds tracked by Wall St. Rank hold NWE as of Q1 2016.

  • BHF Kleinwort Benson Group held 20,021 shares of NorthWestern Energy worth $1.24M as of Q1 2016.
  • BHF Kleinwort Benson Group bought 4,077 NorthWestern Energy shares in Q1 2016, an estimated $235K.
  • NorthWestern Energy made up 0.04% of BHF Kleinwort Benson Group's portfolio in Q1 2016, its #205 holding.
  • BHF Kleinwort Benson Group first reported a position in NorthWestern Energy in Q3 2015 and has held it in 3 quarters since.
  • 216 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2016.

Based on BHF Kleinwort Benson Group's 13F filing for Q1 2016, filed 9 May 2016.