MV Capital Management’s NorthWestern Energy NWE Stock Holding History

MV Capital Management’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
2015 Q1	–	Sell	-90	Closed	-$5K	–	491
2014 Q4	$5K	Buy	+90	New	+$4.7K	﹤0.01%	378

Other funds holding NWE

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

MV Capital Management's NWE Position: Q1 2015 in Review

MV Capital Management sold out of NorthWestern Energy (NWE) in Q1 2015, closing a stake of 90 shares — an estimated $5K sold.

MV Capital Management first reported a position in NWE in Q4 2014 and held it in 1 quarter. The position peaked at $5K in Q4 2014. 198 funds tracked by Wall St. Rank hold NWE as of Q1 2015.

MV Capital Management reported no remaining NorthWestern Energy position as of Q1 2015 after selling out during the quarter.
MV Capital Management sold 90 NorthWestern Energy shares in Q1 2015, an estimated $5K.
MV Capital Management first reported a position in NorthWestern Energy in Q4 2014 and held it in 1 quarter.
MV Capital Management's NorthWestern Energy position peaked at $5K in Q4 2014.
198 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2015.

Based on MV Capital Management's 13F filing for Q1 2015, filed 13 May 2015.