Enterprise Financial Services Corp (EFSC)’s NorthWestern Energy NWE Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021 Q1	–	Sell	-18	Closed	-$1K	–	1394
2020 Q4	$1K	Buy	+18	New	+$1K	﹤0.01%	1227
2020 Q3	–	Sell	-45	Closed	-$2K	–	1294
2020 Q2	$2K	Sell	45 -68	-60%	-$3.94K	﹤0.01%	1087
2020 Q1	$7K	Hold	113	–	–	﹤0.01%	723
2019 Q4	$8K	Hold	113	–	–	﹤0.01%	767
2019 Q3	$8K	Hold	113	–	–	﹤0.01%	758
2019 Q2	$8K	Hold	113	–	–	﹤0.01%	791
2019 Q1	$8K	Hold	113	–	–	﹤0.01%	798
2018 Q4	$7K	Hold	113	–	–	﹤0.01%	591
2018 Q3	$7K	Hold	113	–	–	﹤0.01%	667
2018 Q2	$6K	Hold	113	–	–	﹤0.01%	692
2018 Q1	$6K	Buy	+113	New	+$5.98K	﹤0.01%	697

Other funds holding NWE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s NWE Position: Q1 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of NorthWestern Energy (NWE) in Q1 2021, closing a stake of 18 shares — an estimated $1K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in NWE in Q1 2018 and held it in 11 quarters. The position peaked at $8K in Q4 2019. 251 funds tracked by Wall St. Rank hold NWE as of Q1 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining NorthWestern Energy position as of Q1 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 18 NorthWestern Energy shares in Q1 2021, an estimated $1K.
Enterprise Financial Services Corp (EFSC) first reported a position in NorthWestern Energy in Q1 2018 and held it in 11 quarters.
Enterprise Financial Services Corp (EFSC)'s NorthWestern Energy position peaked at $8K in Q4 2019.
251 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2021, filed 13 May 2021.