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Prestige Wealth Management Group’s NorthWestern Energy NWE Stock Holding History

Prestige Wealth Management Group’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
2020
Q3 		– Sell
-17
Closed -$1K – 908
2020
Q2 		$1K Hold
17
– – ﹤0.01% 814
2020
Q1 		$1K Buy
+17
New +$1.21K ﹤0.01% 805
2019
Q1 		– Sell
-103
Closed -$6K – 925
2018
Q4 		$6K Buy
+103
New +$6.32K ﹤0.01% 553

Other funds holding NWE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Prestige Wealth Management Group's NWE Position: Q3 2020 in Review

Prestige Wealth Management Group sold out of NorthWestern Energy (NWE) in Q3 2020, closing a stake of 17 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in NWE in Q4 2018 and held it in 3 quarters. The position peaked at $6K in Q4 2018. 261 funds tracked by Wall St. Rank hold NWE as of Q3 2020.

  • Prestige Wealth Management Group reported no remaining NorthWestern Energy position as of Q3 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 17 NorthWestern Energy shares in Q3 2020, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in NorthWestern Energy in Q4 2018 and held it in 3 quarters.
  • Prestige Wealth Management Group's NorthWestern Energy position peaked at $6K in Q4 2018.
  • 261 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2020.

Based on Prestige Wealth Management Group's 13F filing for Q3 2020, filed 26 Oct 2020.