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Wealthspire Advisors (Maryland)’s Northwest Natural Holdings NWN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio NWN Stock Details NWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-88
Closed -$6K – 1498
2019
Q1 		$6K Sell
88
-8
-8% -$502 ﹤0.01% 1757
2018
Q4 		$6K Hold
96
– – ﹤0.01% 1671
2018
Q3 		$6K Hold
96
– – ﹤0.01% 1735
2018
Q2 		$6K Hold
96
– – ﹤0.01% 1729
2018
Q1 		$6K Sell
96
-21
-18% -$1.18K ﹤0.01% 1751
2017
Q4 		$7K Buy
117
+83
+244% +$5.43K ﹤0.01% 1727
2017
Q3 		$2K Buy
34
+19
+127% +$1.22K ﹤0.01% 1999
2017
Q2 		$1K Hold
15
– – ﹤0.01% 2103
2017
Q1 		$1K Buy
+15
New +$885 ﹤0.01% 1821

Other funds holding NWN

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return