Mosaic Family Wealth’s NorthWestern Energy NWE Stock Holding History

Mosaic Family Wealth’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
2017 Q4	–	Sell	-105	Closed	-$6K	–	847
2017 Q3	$6K	Buy	+105	New	+$6.26K	﹤0.01%	666

Other funds holding NWE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Mosaic Family Wealth's NWE Position: Q4 2017 in Review

Mosaic Family Wealth sold out of NorthWestern Energy (NWE) in Q4 2017, closing a stake of 105 shares — an estimated $6K sold.

Mosaic Family Wealth first reported a position in NWE in Q3 2017 and held it in 1 quarter. The position peaked at $6K in Q3 2017. 246 funds tracked by Wall St. Rank hold NWE as of Q4 2017.

Mosaic Family Wealth reported no remaining NorthWestern Energy position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 105 NorthWestern Energy shares in Q4 2017, an estimated $6K.
Mosaic Family Wealth first reported a position in NorthWestern Energy in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's NorthWestern Energy position peaked at $6K in Q3 2017.
246 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.