GC
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Gratus Capital’s NorthWestern Energy NWE Stock Holding History

Gratus Capital’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
Q2 		– Sell
-4,200
Closed -$226K – 173
2018
Q1 		$226K Hold
4,200
– – 0.03% 160
2017
Q4 		$251K Hold
4,200
– – 0.03% 159
2017
Q3 		$239K Hold
4,200
– – 0.03% 163
2017
Q2 		$256K Hold
4,200
– – 0.04% 159
2017
Q1 		$247K Hold
4,200
– – 0.04% 156
2016
Q4 		$239K Hold
4,200
– – 0.04% 161
2016
Q3 		$242K Hold
4,200
– – 0.04% 160
2016
Q2 		$265K Buy
+4,200
New +$249K 0.04% 157

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