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Jaffetilchin Investment Partners’s NorthWestern Energy NWE Stock Holding History

Jaffetilchin Investment Partners’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
2020
Q1 		– Sell
-3,532
Closed -$253K – 207
2019
Q4 		$253K Buy
3,532
+835
+31% +$60.2K 0.05% 188
2019
Q3 		$202K Buy
+2,697
New +$195K 0.05% 211
2019
Q2 		– Sell
-2,882
Closed -$203K – 314
2019
Q1 		$203K Sell
2,882
-2,113
-42% -$139K 0.05% 275
2018
Q4 		$297K Buy
+4,995
New +$306K 0.07% 186

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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jaffetilchin Investment Partners's NWE Position: Q1 2020 in Review

Jaffetilchin Investment Partners sold out of NorthWestern Energy (NWE) in Q1 2020, closing a stake of 3,532 shares — an estimated $253K sold.

Jaffetilchin Investment Partners first reported a position in NWE in Q4 2018 and held it in 4 quarters. The position peaked at $297K in Q4 2018. 267 funds tracked by Wall St. Rank hold NWE as of Q1 2020.

  • Jaffetilchin Investment Partners reported no remaining NorthWestern Energy position as of Q1 2020 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 3,532 NorthWestern Energy shares in Q1 2020, an estimated $253K.
  • Jaffetilchin Investment Partners first reported a position in NorthWestern Energy in Q4 2018 and held it in 4 quarters.
  • Jaffetilchin Investment Partners's NorthWestern Energy position peaked at $297K in Q4 2018.
  • 267 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2020.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2020, filed 6 May 2020.