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Evolution Wealth Advisors’s NorthWestern Energy NWE Stock Holding History

Evolution Wealth Advisors’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
2019
Q4 		– Sell
-180
Closed -$13K – 671
2019
Q3 		$14K Buy
+180
New +$13K 0.01% 139

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American Century Companies
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State Street
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Cohen & Steers
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Northern Trust
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Macquarie Group
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Evolution Wealth Advisors's NWE Position: Q4 2019 in Review

Evolution Wealth Advisors sold out of NorthWestern Energy (NWE) in Q4 2019, closing a stake of 180 shares — an estimated $13K sold.

Evolution Wealth Advisors first reported a position in NWE in Q3 2019 and held it in 1 quarter. The position peaked at $14K in Q3 2019. 284 funds tracked by Wall St. Rank hold NWE as of Q4 2019.

  • Evolution Wealth Advisors reported no remaining NorthWestern Energy position as of Q4 2019 after selling out during the quarter.
  • Evolution Wealth Advisors sold 180 NorthWestern Energy shares in Q4 2019, an estimated $13K.
  • Evolution Wealth Advisors first reported a position in NorthWestern Energy in Q3 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's NorthWestern Energy position peaked at $14K in Q3 2019.
  • 284 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2019.

Based on Evolution Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.