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BRC Investment Management’s NorthWestern Energy NWE Stock Holding History

BRC Investment Management’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
2013
Q4 		– Sell
-10,324
Closed -$464K – 155
2013
Q3 		$464K Buy
+10,324
New +$432K 0.07% 101

Other funds holding NWE

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BRC Investment Management's NWE Position: Q4 2013 in Review

BRC Investment Management sold out of NorthWestern Energy (NWE) in Q4 2013, closing a stake of 10,324 shares — an estimated $464K sold.

BRC Investment Management first reported a position in NWE in Q3 2013 and held it in 1 quarter. The position peaked at $464K in Q3 2013. 176 funds tracked by Wall St. Rank hold NWE as of Q4 2013.

  • BRC Investment Management reported no remaining NorthWestern Energy position as of Q4 2013 after selling out during the quarter.
  • BRC Investment Management sold 10,324 NorthWestern Energy shares in Q4 2013, an estimated $464K.
  • BRC Investment Management first reported a position in NorthWestern Energy in Q3 2013 and held it in 1 quarter.
  • BRC Investment Management's NorthWestern Energy position peaked at $464K in Q3 2013.
  • 176 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2013.

Based on BRC Investment Management's 13F filing for Q4 2013, filed 23 Jan 2014.