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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Northwest Natural Holdings (NWN) in Q2 2019, closing a stake of 88 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in NWN in Q1 2017 and held it in 9 quarters. The position peaked at $7K in Q4 2017. 246 funds tracked by Wall St. Rank hold NWN as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Northwest Natural Holdings position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 88 Northwest Natural Holdings shares in Q2 2019, an estimated $6K.
Wealthspire Advisors (Maryland) first reported a position in Northwest Natural Holdings in Q1 2017 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s Northwest Natural Holdings position peaked at $7K in Q4 2017.
246 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2019.

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