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Old Mutual Customised Solutions’s NorthWestern Energy NWE Stock Holding History

Old Mutual Customised Solutions’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
2013
Q3 		– Sell
-600
Closed -$24K – 1092
2013
Q2 		$24K Buy
+600
New +$24.7K 0.01% 1096

Other funds holding NWE

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Old Mutual Customised Solutions's NWE Position: Q3 2013 in Review

Old Mutual Customised Solutions sold out of NorthWestern Energy (NWE) in Q3 2013, closing a stake of 600 shares — an estimated $24K sold.

Old Mutual Customised Solutions first reported a position in NWE in Q2 2013 and held it in 1 quarter. The position peaked at $24K in Q2 2013. 179 funds tracked by Wall St. Rank hold NWE as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining NorthWestern Energy position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 600 NorthWestern Energy shares in Q3 2013, an estimated $24K.
  • Old Mutual Customised Solutions first reported a position in NorthWestern Energy in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's NorthWestern Energy position peaked at $24K in Q2 2013.
  • 179 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2013.

Based on Old Mutual Customised Solutions's 13F filing for Q3 2013, filed 6 Nov 2013.