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Wealthfront’s NorthWestern Energy NWE Stock Holding History

Wealthfront’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
-350
Closed -$19K – 795
2015
Q3 		$19K Buy
350
+252
+257% +$13.1K ﹤0.01% 771
2015
Q2 		$5K Buy
98
+45
+85% +$2.33K ﹤0.01% 1051
2015
Q1 		$3K Buy
53
+52
+5,200% +$2.87K ﹤0.01% 926
2014
Q4 		$0 Buy
+1
New +$52 ﹤0.01% 882

Other funds holding NWE

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
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

Wealthfront's NWE Position: Q4 2015 in Review

Wealthfront sold out of NorthWestern Energy (NWE) in Q4 2015, closing a stake of 350 shares — an estimated $19K sold.

Wealthfront first reported a position in NWE in Q4 2014 and held it in 4 quarters. The position peaked at $19K in Q3 2015. 210 funds tracked by Wall St. Rank hold NWE as of Q4 2015.

  • Wealthfront reported no remaining NorthWestern Energy position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 350 NorthWestern Energy shares in Q4 2015, an estimated $19K.
  • Wealthfront first reported a position in NorthWestern Energy in Q4 2014 and held it in 4 quarters.
  • Wealthfront's NorthWestern Energy position peaked at $19K in Q3 2015.
  • 210 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.