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Sonora Investment Management’s NorthWestern Energy NWE Stock Holding History

Sonora Investment 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
2015
Q4 		– Sell
-114
Closed -$6K – 1038
2015
Q3 		$6K Buy
+114
New +$5.94K ﹤0.01% 653

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sonora Investment Management's NWE Position: Q4 2015 in Review

Sonora Investment Management sold out of NorthWestern Energy (NWE) in Q4 2015, closing a stake of 114 shares — an estimated $6K sold.

Sonora Investment Management first reported a position in NWE in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 210 funds tracked by Wall St. Rank hold NWE as of Q4 2015.

  • Sonora Investment Management reported no remaining NorthWestern Energy position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 114 NorthWestern Energy shares in Q4 2015, an estimated $6K.
  • Sonora Investment Management first reported a position in NorthWestern Energy in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's NorthWestern Energy position peaked at $6K in Q3 2015.
  • 210 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.