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Cornerstone Wealth Management’s NorthWestern Energy NWE Stock Holding History

Cornerstone Wealth 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
2020
Q2 		– Sell
-3,447
Closed -$206K – 400
2020
Q1 		$206K Buy
+3,447
New +$246K 0.04% 322

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State Street
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Northern Trust
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Macquarie Group
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Cornerstone Wealth Management's NWE Position: Q2 2020 in Review

Cornerstone Wealth Management sold out of NorthWestern Energy (NWE) in Q2 2020, closing a stake of 3,447 shares — an estimated $206K sold.

Cornerstone Wealth Management first reported a position in NWE in Q1 2020 and held it in 1 quarter. The position peaked at $206K in Q1 2020. 270 funds tracked by Wall St. Rank hold NWE as of Q2 2020.

  • Cornerstone Wealth Management reported no remaining NorthWestern Energy position as of Q2 2020 after selling out during the quarter.
  • Cornerstone Wealth Management sold 3,447 NorthWestern Energy shares in Q2 2020, an estimated $206K.
  • Cornerstone Wealth Management first reported a position in NorthWestern Energy in Q1 2020 and held it in 1 quarter.
  • Cornerstone Wealth Management's NorthWestern Energy position peaked at $206K in Q1 2020.
  • 270 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2020.

Based on Cornerstone Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.