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New England Securities’s NorthWestern Energy NWE Stock Holding History

New England Securities’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
2014
Q4 		$2K Buy
+30
New +$1.57K ﹤0.01% 1483
2014
Q2 		– Sell
-3
Closed – – 1798
2014
Q1 		$0 Buy
+3
New +$135 ﹤0.01% 1782

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

New England Securities's NWE Position: Q4 2014 in Review

New England Securities opened a new position in NorthWestern Energy (NWE) in Q4 2014: 30 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1483 among its holdings. This is a return to the name: New England Securities previously reported a position in NWE as recently as Q1 2014.

New England Securities first reported a position in NWE in Q1 2014 and has held it in 2 quarters since. 203 funds tracked by Wall St. Rank hold NWE as of Q4 2014.

  • New England Securities held 30 shares of NorthWestern Energy worth $2K as of Q4 2014.
  • NorthWestern Energy was a new New England Securities position in Q4 2014.
  • NorthWestern Energy made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1483 holding.
  • New England Securities first reported a position in NorthWestern Energy in Q1 2014 and has held it in 2 quarters since.
  • 203 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.