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Moody Aldrich Partners’s NorthWestern Energy NWE Stock Holding History

Moody Aldrich 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
2018
Q2 		– Sell
-26,837
Closed -$1.44M – 108
2018
Q1 		$1.44M Buy
26,837
+6,370
+31% +$337K 0.93% 59
2017
Q4 		$1.22M Buy
+20,467
New +$1.23M 0.99% 51

Other funds holding NWE

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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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Moody Aldrich Partners's NWE Position: Q2 2018 in Review

Moody Aldrich Partners sold out of NorthWestern Energy (NWE) in Q2 2018, closing a stake of 26,837 shares — an estimated $1.44M sold.

Moody Aldrich Partners first reported a position in NWE in Q4 2017 and held it in 2 quarters. The position peaked at $1.44M in Q1 2018. 255 funds tracked by Wall St. Rank hold NWE as of Q2 2018.

  • Moody Aldrich Partners reported no remaining NorthWestern Energy position as of Q2 2018 after selling out during the quarter.
  • Moody Aldrich Partners sold 26,837 NorthWestern Energy shares in Q2 2018, an estimated $1.44M.
  • Moody Aldrich Partners first reported a position in NorthWestern Energy in Q4 2017 and held it in 2 quarters.
  • Moody Aldrich Partners's NorthWestern Energy position peaked at $1.44M in Q1 2018.
  • 255 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2018.

Based on Moody Aldrich Partners's 13F filing for Q2 2018, filed 13 Aug 2018.