TD Private Client Wealth’s NorthWestern Energy NWE Stock Holding History

TD Private Client Wealth’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
2020 Q4	–	Sell	-27	Closed	-$1.31K	–	1156
2020 Q3	$1.31K	Hold	27	–	–	﹤0.01%	944
2020 Q2	$1.47K	Hold	27	–	–	﹤0.01%	933
2020 Q1	$1.61K	Hold	27	–	–	﹤0.01%	899
2019 Q4	$1.94K	Buy	+27	New	+$1.95K	﹤0.01%	911

Other funds holding NWE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

TD Private Client Wealth's NWE Position: Q4 2020 in Review

TD Private Client Wealth sold out of NorthWestern Energy (NWE) in Q4 2020, closing a stake of 27 shares — an estimated $1.31K sold.

TD Private Client Wealth first reported a position in NWE in Q4 2019 and held it in 4 quarters. The position peaked at $1.94K in Q4 2019. 256 funds tracked by Wall St. Rank hold NWE as of Q4 2020.

TD Private Client Wealth reported no remaining NorthWestern Energy position as of Q4 2020 after selling out during the quarter.
TD Private Client Wealth sold 27 NorthWestern Energy shares in Q4 2020, an estimated $1.31K.
TD Private Client Wealth first reported a position in NorthWestern Energy in Q4 2019 and held it in 4 quarters.
TD Private Client Wealth's NorthWestern Energy position peaked at $1.94K in Q4 2019.
256 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2020.

Based on TD Private Client Wealth's 13F filing for Q4 2020, filed 16 Aug 2024.