Plante Moran Financial Advisors’s NorthWestern Energy NWE Stock Holding History

Plante Moran Financial Advisors’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
2016 Q1	–	Sell	-90	Closed	-$5K	–	976
2015 Q4	$5K	Buy	+90	New	+$4.9K	﹤0.01%	729

Other funds holding NWE

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

WHG

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

Plante Moran Financial Advisors's NWE Position: Q1 2016 in Review

Plante Moran Financial Advisors sold out of NorthWestern Energy (NWE) in Q1 2016, closing a stake of 90 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in NWE in Q4 2015 and held it in 1 quarter. The position peaked at $5K in Q4 2015. 215 funds tracked by Wall St. Rank hold NWE as of Q1 2016.

Plante Moran Financial Advisors reported no remaining NorthWestern Energy position as of Q1 2016 after selling out during the quarter.
Plante Moran Financial Advisors sold 90 NorthWestern Energy shares in Q1 2016, an estimated $5K.
Plante Moran Financial Advisors first reported a position in NorthWestern Energy in Q4 2015 and held it in 1 quarter.
Plante Moran Financial Advisors's NorthWestern Energy position peaked at $5K in Q4 2015.
215 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.