National Investment Services’s NorthWestern Energy NWE Stock Holding History

National Investment Services’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
2019 Q4	–	Sell	-7,614	Closed	-$571K	–	46
2019 Q3	$571K	Sell	7,614 -67	-0.9%	-$4.83K	0.66%	55
2019 Q2	$554K	Hold	7,681	–	–	0.64%	54
2019 Q1	$541K	Hold	7,681	–	–	0.59%	55
2018 Q4	$457K	Sell	7,681 -46	-0.6%	-$2.82K	0.53%	61
2018 Q3	$453K	Buy	7,727 +101	+1%	+$5.99K	0.44%	68
2018 Q2	$437K	Buy	7,626 +59	+0.8%	+$3.2K	0.41%	69
2018 Q1	$407K	Buy	7,567 +2,518	+50%	+$133K	0.38%	68
2017 Q4	$301K	Buy	+5,049	New	+$304K	0.29%	66

Other funds holding NWE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

National Investment Services's NWE Position: Q4 2019 in Review

National Investment Services sold out of NorthWestern Energy (NWE) in Q4 2019, closing a stake of 7,614 shares — an estimated $571K sold.

National Investment Services first reported a position in NWE in Q4 2017 and held it in 8 quarters. The position peaked at $571K in Q3 2019. 284 funds tracked by Wall St. Rank hold NWE as of Q4 2019.

National Investment Services reported no remaining NorthWestern Energy position as of Q4 2019 after selling out during the quarter.
National Investment Services sold 7,614 NorthWestern Energy shares in Q4 2019, an estimated $571K.
National Investment Services first reported a position in NorthWestern Energy in Q4 2017 and held it in 8 quarters.
National Investment Services's NorthWestern Energy position peaked at $571K in Q3 2019.
284 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2019.

Based on National Investment Services's 13F filing for Q4 2019.