Israel Discount Bank of New York’s NorthWestern Energy NWE Stock Holding History

Israel Discount Bank of New York’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 Q2	–	Sell	-475	Closed	-$33K	–	258
2019 Q1	$33K	Hold	475	–	–	0.02%	272
2018 Q4	$28K	Hold	475	–	–	0.02%	279
2018 Q3	$28K	Sell	475 -445	-48%	-$26.4K	0.02%	303
2018 Q2	$53K	Hold	920	–	–	0.04%	257
2018 Q1	$49K	Hold	920	–	–	0.03%	274
2017 Q4	$55K	Hold	920	–	–	0.04%	253
2017 Q3	$52K	Hold	920	–	–	0.04%	256
2017 Q2	$56K	Sell	920 -15	-2%	-$915	0.04%	232
2017 Q1	$55K	Hold	935	–	–	0.05%	224
2016 Q4	$53K	Buy	+935	New	+$52.6K	0.05%	254

Other funds holding NWE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Israel Discount Bank of New York's NWE Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of NorthWestern Energy (NWE) in Q2 2019, closing a stake of 475 shares — an estimated $33K sold.

Israel Discount Bank of New York first reported a position in NWE in Q4 2016 and held it in 10 quarters. The position peaked at $56K in Q2 2017. 286 funds tracked by Wall St. Rank hold NWE as of Q2 2019.

Israel Discount Bank of New York reported no remaining NorthWestern Energy position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 475 NorthWestern Energy shares in Q2 2019, an estimated $33K.
Israel Discount Bank of New York first reported a position in NorthWestern Energy in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's NorthWestern Energy position peaked at $56K in Q2 2017.
286 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.