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Mesirow Financial Investment Management - Fixed Income’s NorthWestern Energy NWE Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
Q4 		– Sell
-131,750
Closed -$6.41M – 144
2020
Q3 		$6.41M Sell
131,750
-14,130
-10% -$750K 1.09% 28
2020
Q2 		$7.95M Buy
+145,880
New +$8.45M 1.45% 6

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's NWE Position: Q4 2020 in Review

Mesirow Financial Investment Management - Fixed Income sold out of NorthWestern Energy (NWE) in Q4 2020, closing a stake of 131,750 shares — an estimated $6.41M sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in NWE in Q2 2020 and held it in 2 quarters. The position peaked at $7.95M in Q2 2020. 256 funds tracked by Wall St. Rank hold NWE as of Q4 2020.

  • Mesirow Financial Investment Management - Fixed Income reported no remaining NorthWestern Energy position as of Q4 2020 after selling out during the quarter.
  • Mesirow Financial Investment Management - Fixed Income sold 131,750 NorthWestern Energy shares in Q4 2020, an estimated $6.41M.
  • Mesirow Financial Investment Management - Fixed Income first reported a position in NorthWestern Energy in Q2 2020 and held it in 2 quarters.
  • Mesirow Financial Investment Management - Fixed Income's NorthWestern Energy position peaked at $7.95M in Q2 2020.
  • 256 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2020.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q4 2020, filed 1 Feb 2021.