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Gary Goldberg Planning Services’s NorthWestern Energy NWE Stock Holding History

Gary Goldberg Planning 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
2014
Q2 		– Sell
-1
Closed – – 447
2014
Q1 		$0 Buy
+1
New +$45 ﹤0.01% 431

Other funds holding NWE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gary Goldberg Planning Services's NWE Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of NorthWestern Energy (NWE) in Q2 2014, closing a stake of 1 share.

Gary Goldberg Planning Services first reported a position in NWE in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 193 funds tracked by Wall St. Rank hold NWE as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining NorthWestern Energy position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 1 NorthWestern Energy share in Q2 2014.
  • Gary Goldberg Planning Services first reported a position in NorthWestern Energy in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's NorthWestern Energy position peaked at $0 in Q1 2014.
  • 193 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.