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Robert N. Shapiro’s NorthWestern Energy NWE Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$4K Buy
+74
New +$3.86K ﹤0.01% 779
2013
Q4 		– Sell
-1,160
Closed -$52K – 855
2013
Q3 		$52K Hold
1,160
– – 0.01% 578
2013
Q2 		$46K Buy
+1,160
New +$47.7K 0.01% 578

Other funds holding NWE

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Robert N. Shapiro's NWE Position: Q4 2014 in Review

Robert N. Shapiro opened a new position in NorthWestern Energy (NWE) in Q4 2014: 74 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #779 among its holdings. This is a return to the name: Robert N. Shapiro previously reported a position in NWE as recently as Q3 2013.

Robert N. Shapiro first reported a position in NWE in Q2 2013 and has held it in 3 quarters since. The position peaked at $52K in Q3 2013. 203 funds tracked by Wall St. Rank hold NWE as of Q4 2014.

  • Robert N. Shapiro held 74 shares of NorthWestern Energy worth $4K as of Q4 2014.
  • NorthWestern Energy was a new Robert N. Shapiro position in Q4 2014.
  • NorthWestern Energy made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #779 holding.
  • Robert N. Shapiro first reported a position in NorthWestern Energy in Q2 2013 and has held it in 3 quarters since.
  • Robert N. Shapiro's NorthWestern Energy position peaked at $52K in Q3 2013.
  • 203 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.