Nine Chapters Capital Management’s NorthWestern Energy NWE Stock Holding History

Nine Chapters 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
2017 Q2	–	Sell	-11,700	Closed	-$687K	–	133
2017 Q1	$687K	Buy	+11,700	New	+$672K	0.93%	18
2015 Q1	–	Sell	-10,000	Closed	-$566K	–	1082
2014 Q4	$566K	Buy	+10,000	New	+$522K	0.05%	507
2014 Q2	–	Sell	-7,400	Closed	-$351K	–	1072
2014 Q1	$351K	Buy	+7,400	New	+$334K	0.04%	558
2013 Q3	–	Sell	-5,500	Closed	-$219K	–	861
2013 Q2	$219K	Buy	+5,500	New	+$226K	0.04%	521

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

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

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

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

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Nine Chapters Capital Management's NWE Position: Q2 2017 in Review

Nine Chapters Capital Management sold out of NorthWestern Energy (NWE) in Q2 2017, closing a stake of 11,700 shares — an estimated $687K sold.

Nine Chapters Capital Management first reported a position in NWE in Q2 2013 and held it in 4 quarters. The position peaked at $687K in Q1 2017. 237 funds tracked by Wall St. Rank hold NWE as of Q2 2017.

Nine Chapters Capital Management reported no remaining NorthWestern Energy position as of Q2 2017 after selling out during the quarter.
Nine Chapters Capital Management sold 11,700 NorthWestern Energy shares in Q2 2017, an estimated $687K.
Nine Chapters Capital Management first reported a position in NorthWestern Energy in Q2 2013 and held it in 4 quarters.
Nine Chapters Capital Management's NorthWestern Energy position peaked at $687K in Q1 2017.
237 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2017.

Based on Nine Chapters Capital Management's 13F filing for Q2 2017, filed 31 Jul 2017.