NPC
NWE icon

National Planning Corporation’s NorthWestern Energy NWE Stock Holding History

National Planning Corporation’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
-2,952
Closed -$166K – 1581
2014
Q4 		$166K Buy
+2,952
New +$154K 0.01% 735

Other funds holding NWE

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Vanguard Group
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
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

National Planning Corporation's NWE Position: Q1 2015 in Review

National Planning Corporation sold out of NorthWestern Energy (NWE) in Q1 2015, closing a stake of 2,952 shares — an estimated $166K sold.

National Planning Corporation first reported a position in NWE in Q4 2014 and held it in 1 quarter. The position peaked at $166K in Q4 2014. 198 funds tracked by Wall St. Rank hold NWE as of Q1 2015.

  • National Planning Corporation reported no remaining NorthWestern Energy position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 2,952 NorthWestern Energy shares in Q1 2015, an estimated $166K.
  • National Planning Corporation first reported a position in NorthWestern Energy in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's NorthWestern Energy position peaked at $166K in Q4 2014.
  • 198 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.