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Cypress Wealth Services’s NorthWestern Energy NWE Stock Holding History

Cypress Wealth Services’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
2018
Q4 		– Sell
-4,847
Closed -$284K – 238
2018
Q3 		$284K Buy
4,847
+46
+1% +$2.73K 0.1% 170
2018
Q2 		$275K Buy
+4,801
New +$260K 0.1% 172

Other funds holding NWE

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Cypress Wealth Services's NWE Position: Q4 2018 in Review

Cypress Wealth Services sold out of NorthWestern Energy (NWE) in Q4 2018, closing a stake of 4,847 shares — an estimated $284K sold.

Cypress Wealth Services first reported a position in NWE in Q2 2018 and held it in 2 quarters. The position peaked at $284K in Q3 2018. 263 funds tracked by Wall St. Rank hold NWE as of Q4 2018.

  • Cypress Wealth Services reported no remaining NorthWestern Energy position as of Q4 2018 after selling out during the quarter.
  • Cypress Wealth Services sold 4,847 NorthWestern Energy shares in Q4 2018, an estimated $284K.
  • Cypress Wealth Services first reported a position in NorthWestern Energy in Q2 2018 and held it in 2 quarters.
  • Cypress Wealth Services's NorthWestern Energy position peaked at $284K in Q3 2018.
  • 263 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2018.

Based on Cypress Wealth Services's 13F filing for Q4 2018, filed 22 Jan 2019.