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Wealthspire Advisors (Maryland)’s NorthWestern Energy NWE Stock Holding History

Wealthspire Advisors (Maryland)’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
-108
Closed -$8K – 1494
2019
Q1 		$8K Buy
108
+11
+11% +$722 ﹤0.01% 1633
2018
Q4 		$6K Hold
97
– – ﹤0.01% 1670
2018
Q3 		$6K Hold
97
– – ﹤0.01% 1734
2018
Q2 		$6K Hold
97
– – ﹤0.01% 1728
2018
Q1 		$5K Sell
97
-973
-91% -$51.5K ﹤0.01% 1818
2017
Q4 		$64K Sell
1,070
-163
-13% -$9.82K 0.01% 906
2017
Q3 		$70K Hold
1,233
– – 0.01% 846
2017
Q2 		$75K Hold
1,233
– – 0.01% 805
2017
Q1 		$72K Sell
1,233
-191
-13% -$11K 0.01% 699
2016
Q4 		$81K Buy
1,424
+94
+7% +$5.29K 0.01% 649
2016
Q3 		$77K Sell
1,330
-475
-26% -$28.3K 0.01% 650
2016
Q2 		$114K Buy
1,805
+748
+71% +$44.3K 0.02% 505
2016
Q1 		$65K Sell
1,057
-106
-9% -$6.11K 0.01% 632
2015
Q4 		$63K Buy
+1,163
New +$63.3K 0.01% 651

Other funds holding NWE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NWE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of NorthWestern Energy (NWE) in Q2 2019, closing a stake of 108 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in NWE in Q4 2015 and held it in 14 quarters. The position peaked at $114K in Q2 2016. 286 funds tracked by Wall St. Rank hold NWE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining NorthWestern Energy position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 108 NorthWestern Energy shares in Q2 2019, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in NorthWestern Energy in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s NorthWestern Energy position peaked at $114K in Q2 2016.
  • 286 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.