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Strategic Investment Management’s NorthWestern Energy NWE Stock Holding History

Strategic 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
Q1 		– Sell
-3,865
Closed -$218K – 128
2014
Q4 		$218K Buy
+3,865
New +$202K 0.06% 66

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BFA
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T. Rowe Price Associates
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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Strategic Investment Management's NWE Position: Q1 2015 in Review

Strategic Investment Management sold out of NorthWestern Energy (NWE) in Q1 2015, closing a stake of 3,865 shares — an estimated $218K sold.

Strategic Investment Management first reported a position in NWE in Q4 2014 and held it in 1 quarter. The position peaked at $218K in Q4 2014. 198 funds tracked by Wall St. Rank hold NWE as of Q1 2015.

  • Strategic Investment Management reported no remaining NorthWestern Energy position as of Q1 2015 after selling out during the quarter.
  • Strategic Investment Management sold 3,865 NorthWestern Energy shares in Q1 2015, an estimated $218K.
  • Strategic Investment Management first reported a position in NorthWestern Energy in Q4 2014 and held it in 1 quarter.
  • Strategic Investment Management's NorthWestern Energy position peaked at $218K in Q4 2014.
  • 198 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2015.

Based on Strategic Investment Management's 13F filing for Q1 2015, filed 14 May 2015.