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Principle Wealth Partners’s NorthWestern Energy NWE Stock Holding History

Principle Wealth Partners’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
-333
Closed -$18K – 337
2020
Q2 		$18K Buy
+333
New +$19.3K 0.01% 363

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Principle Wealth Partners's NWE Position: Q3 2020 in Review

Principle Wealth Partners sold out of NorthWestern Energy (NWE) in Q3 2020, closing a stake of 333 shares — an estimated $18K sold.

Principle Wealth Partners first reported a position in NWE in Q2 2020 and held it in 1 quarter. The position peaked at $18K in Q2 2020. 261 funds tracked by Wall St. Rank hold NWE as of Q3 2020.

  • Principle Wealth Partners reported no remaining NorthWestern Energy position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 333 NorthWestern Energy shares in Q3 2020, an estimated $18K.
  • Principle Wealth Partners first reported a position in NorthWestern Energy in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's NorthWestern Energy position peaked at $18K in Q2 2020.
  • 261 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.