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R&F Capital Advisors’s NorthWestern Energy NWE Stock Holding History

R&F Capital 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
2017
Q1 		$529K Buy
+9,010
New +$518K 0.14% 233

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

R&F Capital Advisors's NWE Position: Q1 2017 in Review

R&F Capital Advisors opened a new position in NorthWestern Energy (NWE) in Q1 2017: 9,010 shares worth $529K. The stake represents 0.14% of the portfolio and ranks #233 among its holdings.

243 funds tracked by Wall St. Rank hold NWE as of Q1 2017.

  • R&F Capital Advisors held 9,010 shares of NorthWestern Energy worth $529K as of Q1 2017.
  • NorthWestern Energy was a new R&F Capital Advisors position in Q1 2017.
  • NorthWestern Energy made up 0.14% of R&F Capital Advisors's portfolio in Q1 2017, its #233 holding.
  • 243 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.