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Insight Capital Research & Management’s NorthWestern Energy NWE Stock Holding History

Insight Capital Research & Management’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
Q3 		– Sell
-48,975
Closed -$2.56M – 139
2014
Q2 		$2.56M Buy
+48,975
New +$2.35M 0.58% 70

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 $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Insight Capital Research & Management's NWE Position: Q3 2014 in Review

Insight Capital Research & Management sold out of NorthWestern Energy (NWE) in Q3 2014, closing a stake of 48,975 shares — an estimated $2.56M sold.

Insight Capital Research & Management first reported a position in NWE in Q2 2014 and held it in 1 quarter. The position peaked at $2.56M in Q2 2014. 190 funds tracked by Wall St. Rank hold NWE as of Q3 2014.

  • Insight Capital Research & Management reported no remaining NorthWestern Energy position as of Q3 2014 after selling out during the quarter.
  • Insight Capital Research & Management sold 48,975 NorthWestern Energy shares in Q3 2014, an estimated $2.56M.
  • Insight Capital Research & Management first reported a position in NorthWestern Energy in Q2 2014 and held it in 1 quarter.
  • Insight Capital Research & Management's NorthWestern Energy position peaked at $2.56M in Q2 2014.
  • 190 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2014.

Based on Insight Capital Research & Management's 13F filing for Q3 2014, filed 6 Nov 2014.