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Haber Trilix Advisors’s NorthWestern Energy NWE Stock Holding History

Haber Trilix 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
2013
Q2 		$16K Buy
+400
New +$16.4K ﹤0.01% 318

Other funds holding NWE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Haber Trilix Advisors's NWE Position: Q2 2013 in Review

Haber Trilix Advisors opened a new position in NorthWestern Energy (NWE) in Q2 2013: 400 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #318 among its holdings.

190 funds tracked by Wall St. Rank hold NWE as of Q2 2013.

  • Haber Trilix Advisors held 400 shares of NorthWestern Energy worth $16K as of Q2 2013.
  • NorthWestern Energy was a new Haber Trilix Advisors position in Q2 2013.
  • NorthWestern Energy made up ﹤0.01% of Haber Trilix Advisors's portfolio in Q2 2013, its #318 holding.
  • 190 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2013.

Based on Haber Trilix Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.