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Checchi Capital Advisers’s NorthWestern Energy NWE Stock Holding History

Checchi Capital Advisers’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
Q2 		– Sell
-275
Closed -$17K – 1618
2016
Q1 		$17K Buy
+275
New +$15.9K ﹤0.01% 1191

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JP Morgan Chase
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Checchi Capital Advisers's NWE Position: Q2 2016 in Review

Checchi Capital Advisers sold out of NorthWestern Energy (NWE) in Q2 2016, closing a stake of 275 shares — an estimated $17K sold.

Checchi Capital Advisers first reported a position in NWE in Q1 2016 and held it in 1 quarter. The position peaked at $17K in Q1 2016. 220 funds tracked by Wall St. Rank hold NWE as of Q2 2016.

  • Checchi Capital Advisers reported no remaining NorthWestern Energy position as of Q2 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 275 NorthWestern Energy shares in Q2 2016, an estimated $17K.
  • Checchi Capital Advisers first reported a position in NorthWestern Energy in Q1 2016 and held it in 1 quarter.
  • Checchi Capital Advisers's NorthWestern Energy position peaked at $17K in Q1 2016.
  • 220 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2016.

Based on Checchi Capital Advisers's 13F filing for Q2 2016, filed 21 Jul 2016.