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SeaCrest Wealth Management’s NorthWestern Energy NWE Stock Holding History

SeaCrest Wealth Management’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
2019
Q2 		– Sell
-100
Closed -$7K – 1404
2019
Q1 		$7K Hold
100
– – ﹤0.01% 1634
2018
Q4 		$6K Hold
100
– – ﹤0.01% 1660
2018
Q3 		$6K Hold
100
– – ﹤0.01% 1808
2018
Q2 		$6K Hold
100
– – ﹤0.01% 1775
2018
Q1 		$5K Hold
100
– – ﹤0.01% 1798
2017
Q4 		$6K Buy
+100
New +$6.03K ﹤0.01% 1767

Other funds holding NWE

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SeaCrest Wealth Management's NWE Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of NorthWestern Energy (NWE) in Q2 2019, closing a stake of 100 shares — an estimated $7K sold.

SeaCrest Wealth Management first reported a position in NWE in Q4 2017 and held it in 6 quarters. The position peaked at $7K in Q1 2019. 286 funds tracked by Wall St. Rank hold NWE as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining NorthWestern Energy position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 100 NorthWestern Energy shares in Q2 2019, an estimated $7K.
  • SeaCrest Wealth Management first reported a position in NorthWestern Energy in Q4 2017 and held it in 6 quarters.
  • SeaCrest Wealth Management's NorthWestern Energy position peaked at $7K in Q1 2019.
  • 286 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.