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RWA Wealth Partners’s NorthWestern Energy NWE Stock Holding History

RWA 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
2018
Q3 		– Sell
-2,000
Closed -$115K – 554
2018
Q2 		$115K Hold
2,000
– – 0.01% 304
2018
Q1 		$108K Buy
+2,000
New +$106K 0.01% 255

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State Street
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Bank of New York Mellon
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
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T. Rowe Price Associates
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AQR Capital Management
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RWA Wealth Partners's NWE Position: Q3 2018 in Review

RWA Wealth Partners sold out of NorthWestern Energy (NWE) in Q3 2018, closing a stake of 2,000 shares — an estimated $115K sold.

RWA Wealth Partners first reported a position in NWE in Q1 2018 and held it in 2 quarters. The position peaked at $115K in Q2 2018. 261 funds tracked by Wall St. Rank hold NWE as of Q3 2018.

  • RWA Wealth Partners reported no remaining NorthWestern Energy position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 2,000 NorthWestern Energy shares in Q3 2018, an estimated $115K.
  • RWA Wealth Partners first reported a position in NorthWestern Energy in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's NorthWestern Energy position peaked at $115K in Q2 2018.
  • 261 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.