1834 Investment Advisors’s Northwest Bancshares NWBI Stock Holding History

1834 Investment Advisors’s Portfolio NWBI Stock Details NWBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-741	Closed	-$12K	–	472
2019 Q3	$12K	Hold	741	–	–	﹤0.01%	366
2019 Q2	$13K	Hold	741	–	–	﹤0.01%	356
2019 Q1	$13K	Hold	741	–	–	﹤0.01%	342
2018 Q4	$13K	Hold	741	–	–	﹤0.01%	346
2018 Q3	$13K	Hold	741	–	–	﹤0.01%	349
2018 Q2	$13K	Hold	741	–	–	﹤0.01%	355
2018 Q1	$12K	Hold	741	–	–	﹤0.01%	372
2017 Q4	$12K	Buy	+741	New	+$12.5K	﹤0.01%	397

Other funds holding NWBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

1834 Investment Advisors's NWBI Position: Q4 2019 in Review

1834 Investment Advisors sold out of Northwest Bancshares (NWBI) in Q4 2019, closing a stake of 741 shares — an estimated $12K sold.

1834 Investment Advisors first reported a position in NWBI in Q4 2017 and held it in 8 quarters. The position peaked at $13K in Q2 2019. 199 funds tracked by Wall St. Rank hold NWBI as of Q4 2019.

1834 Investment Advisors reported no remaining Northwest Bancshares position as of Q4 2019 after selling out during the quarter.
1834 Investment Advisors sold 741 Northwest Bancshares shares in Q4 2019, an estimated $12K.
1834 Investment Advisors first reported a position in Northwest Bancshares in Q4 2017 and held it in 8 quarters.
1834 Investment Advisors's Northwest Bancshares position peaked at $13K in Q2 2019.
199 funds tracked by Wall St. Rank held Northwest Bancshares as of Q4 2019.

Based on 1834 Investment Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.