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WFG Advisors’s NorthWestern Energy NWE Stock Holding History

WFG Advisors’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
2017
Q2 		$77K Hold
1,260
– – 0.02% 594
2017
Q1 		$74K Buy
+1,260
New +$72.4K 0.02% 564
2016
Q4 		– Sell
-208
Closed -$12K – 1668
2016
Q3 		$12K Hold
208
– – ﹤0.01% 1079
2016
Q2 		$13K Hold
208
– – ﹤0.01% 1019
2016
Q1 		$13K Sell
208
-50
-19% -$2.88K ﹤0.01% 988
2015
Q4 		$14K Hold
258
– – ﹤0.01% 998
2015
Q3 		$14K Hold
258
– – ﹤0.01% 1003
2015
Q2 		$13K Sell
258
-31
-11% -$1.6K ﹤0.01% 1109
2015
Q1 		$16K Sell
289
-2
-0.7% -$110 ﹤0.01% 1056
2014
Q4 		$16K Buy
291
+2
+0.7% +$104 ﹤0.01% 1306
2014
Q3 		$13K Buy
289
+31
+12% +$1.49K ﹤0.01% 1408
2014
Q2 		$13K Hold
258
– – ﹤0.01% 1411
2014
Q1 		$12K Sell
258
-14
-5% -$632 ﹤0.01% 1417
2013
Q4 		$12K Buy
272
+9
+3% +$402 ﹤0.01% 1522
2013
Q3 		$12K Buy
263
+8
+3% +$335 ﹤0.01% 1464
2013
Q2 		$10K Buy
+255
New +$10.5K ﹤0.01% 1452

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return